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 | $58,360 | $99,020-41.1% | $86,590-32.6% | $147,584-60.5% |
| Participation rate | 94.7% | 76.3%+18.4pp | 73.5%+21.2pp | 82.8%+11.9pp |
| Annual return | 14.45% | 1312.34%-1297.9pp | 964.84%-950.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $9,673 | $3,132+208.9% | $2,839+240.7% | $4,876+98.4% |
| Participant deferral / active EE | $2,503 | $3,972-37.0% | $3,609-30.6% | $5,439-54.0% |
| Admin fee / account holder | $7,306 | $5,710+27.9% | $4,906+48.9% | $10,885-32.9% |