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 | $52,059 | $109,982-52.7% | $97,226-46.5% | $145,922-64.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 15.51% | 242.90%-227.4pp | 75.13%-59.6pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,062 | $3,084+31.7% | $2,729+48.9% | $4,660-12.8% |
| Participant deferral / active EE | $5,840 | $4,676+24.9% | $4,264+37.0% | $6,688-12.7% |
| Admin fee / account holder | $33,344 | $6,221+436.0% | $5,654+489.8% | $13,397+148.9% |