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 | $49,609 | $101,069-50.9% | $81,478-39.1% | $147,584-66.4% |
| Participation rate | 91.7% | 74.5%+17.2pp | 68.0%+23.7pp | 82.8%+8.8pp |
| Annual return | 21.64% | 32.40%-10.8pp | 38.78%-17.1pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,949 | $3,205-39.2% | $2,568-24.1% | $4,876-60.0% |
| Participant deferral / active EE | $9,643 | $4,242+127.3% | $3,537+172.7% | $5,439+77.3% |
| Admin fee / account holder | $506 | $5,812-91.3% | $4,561-88.9% | $10,885-95.3% |