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 | $61,209 | $65,561-6.6% | $86,188-29.0% | $75,163-18.6% |
| Participation rate | 98.6% | 60.5%+38.1pp | 69.0%+29.6pp | 67.2%+31.4pp |
| Annual return | 24.90% | 46.05%-21.2pp | 1168.45%-1143.5pp | 160.62%-135.7pp |
| Employer contribution / active EE | $2,035 | $1,553+31.1% | $2,380-14.5% | $2,670-23.8% |
| Participant deferral / active EE | $6,027 | $3,024+99.3% | $3,985+51.2% | $4,125+46.1% |
| Admin fee / account holder | $5,427 | $5,474-0.9% | $6,852-20.8% | $5,651-4.0% |