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 | $55,720 | $102,966-45.9% | $90,281-38.3% | $152,861-63.5% |
| Participation rate | 94.7% | 75.9%+18.9pp | 73.3%+21.5pp | 82.4%+12.3pp |
| Annual return | 22.74% | 95.16%-72.4pp | 78.10%-55.4pp | 345.32%-322.6pp |
| Employer contribution / active EE | $3,565 | $3,139+13.6% | $2,854+24.9% | $4,762-25.1% |
| Participant deferral / active EE | $5,748 | $4,281+34.2% | $3,885+47.9% | $5,850-1.8% |
| Admin fee / account holder | $5,555 | $6,171-10.0% | $5,351+3.8% | $11,596-52.1% |