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 | $41,756 | $115,770-63.9% | $101,248-58.8% | $158,922-73.7% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 11.79% | 56.14%-44.3pp | 46.47%-34.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $11,987 | $4,175+187.1% | $3,660+227.6% | $4,761+151.8% |
| Participant deferral / active EE | $2,242 | $4,957-54.8% | $4,370-48.7% | $5,982-62.5% |
| Admin fee / account holder | $1,407 | $7,245-80.6% | $5,945-76.3% | $11,246-87.5% |