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 | $82,737 | $53,516+54.6% | $126,539-34.6% | $84,808-2.4% |
| Participation rate | 98.7% | 58.2%+40.4pp | 69.8%+28.9pp | 68.3%+30.4pp |
| Annual return | 15.44% | 58.34%-42.9pp | 425.95%-410.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $464 | $1,535-69.7% | $3,674-87.4% | $2,631-82.3% |
| Participant deferral / active EE | $5,917 | $2,671+121.6% | $4,083+44.9% | $4,212+40.5% |
| Admin fee / account holder | $952 | $4,497-78.8% | $6,065-84.3% | $7,344-87.0% |