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 | $58,795 | $49,922+17.8% | $80,569-27.0% | $75,163-21.8% |
| Participation rate | 95.6% | 55.3%+40.2pp | 67.0%+28.6pp | 67.2%+28.4pp |
| Annual return | 16.83% | 34.69%-17.9pp | 935.43%-918.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,914 | $1,698+130.5% | $2,723+43.7% | $2,670+46.6% |
| Participant deferral / active EE | $4,262 | $2,990+42.5% | $4,447-4.2% | $4,125+3.3% |
| Admin fee / account holder | $3,974 | $3,577+11.1% | $5,377-26.1% | $5,651-29.7% |