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 | $55,278 | $84,233-34.4% | $170,442-67.6% | $70,131-21.2% |
| Participation rate | 93.1% | 70.8%+22.3pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 20.76% | 23.06%-2.3pp | 205.93%-185.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $3,869 | $3,387+14.2% | $5,433-28.8% | $2,342+65.1% |
| Participant deferral / active EE | $3,837 | $3,086+24.3% | $4,939-22.3% | $3,332+15.2% |
| Admin fee / account holder | $478 | $5,698-91.6% | $13,880-96.6% | $4,645-89.7% |