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 | $48,176 | $102,966-53.2% | $90,281-46.6% | $152,861-68.5% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 12.14% | 95.16%-83.0pp | 78.10%-66.0pp | 345.32%-333.2pp |
| Employer contribution / active EE | $6,412 | $3,139+104.3% | $2,854+124.6% | $4,762+34.6% |
| Participant deferral / active EE | $2,275 | $4,281-46.9% | $3,885-41.4% | $5,850-61.1% |
| Admin fee / account holder | $21,390 | $6,171+246.6% | $5,351+299.7% | $11,596+84.5% |