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 10-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 | $50,280 | $48,046+4.6% | $84,611-40.6% | $72,985-31.1% |
| Participation rate | 96.9% | 57.6%+39.3pp | 68.2%+28.6pp | 69.5%+27.4pp |
| Annual return | 25.93% | 37.38%-11.5pp | 258.74%-232.8pp | 81.00%-55.1pp |
| Employer contribution / active EE | $3,991 | $1,602+149.2% | $2,652+50.5% | $2,440+63.6% |
| Participant deferral / active EE | $5,385 | $2,680+100.9% | $3,899+38.1% | $3,607+49.3% |
| Admin fee / account holder | $676 | $3,395-80.1% | $4,912-86.2% | $5,124-86.8% |