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 | $49,214 | $47,479+3.7% | $62,929-21.8% | $82,448-40.3% |
| Participation rate | 85.3% | 66.9%+18.4pp | 73.1%+12.2pp | 68.1%+17.2pp |
| Annual return | 13.12% | 20.34%-7.2pp | 1063.93%-1050.8pp | 41.64%-28.5pp |
| Employer contribution / active EE | $6,333 | $1,885+235.9% | $2,505+152.8% | $2,551+148.2% |
| Participant deferral / active EE | $966 | $2,870-66.3% | $3,888-75.1% | $4,139-76.7% |
| Admin fee / account holder | $3,516 | $3,804-7.6% | $5,065-30.6% | $7,234-51.4% |