See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,503 | $108,919-38.0% | $100,391-32.8% | $145,922-53.7% |
| Participation rate | 94.1% | 82.9%+11.2pp | 81.5%+12.6pp | 80.3%+13.8pp |
| Annual return | 19.07% | 57.88%-38.8pp | 49.20%-30.1pp | 561.29%-542.2pp |
| Employer contribution / active EE | $7,555 | $4,419+70.9% | $3,942+91.7% | $4,660+62.1% |
| Participant deferral / active EE | $17,712 | $8,445+109.7% | $8,082+119.2% | $6,688+164.8% |
| Admin fee / account holder | $888 | $9,689-90.8% | $7,899-88.8% | $13,397-93.4% |