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 | $43,170 | $115,770-62.7% | $101,248-57.4% | $158,922-72.8% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 12.03% | 56.14%-44.1pp | 46.47%-34.4pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,877 | $4,175-31.1% | $3,660-21.4% | $4,761-39.6% |
| Participant deferral / active EE | $7,702 | $4,957+55.4% | $4,370+76.2% | $5,982+28.7% |
| Admin fee / account holder | $9,175 | $7,245+26.6% | $5,945+54.3% | $11,246-18.4% |