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 | $51,089 | $90,600-43.6% | $79,464-35.7% | $135,375-62.3% |
| Participation rate | 93.3% | 76.0%+17.3pp | 73.3%+20.0pp | 82.6%+10.7pp |
| Annual return | 11.22% | 977.43%-966.2pp | 718.14%-706.9pp | 519.73%-508.5pp |
| Employer contribution / active EE | $3,643 | $3,068+18.7% | $2,800+30.1% | $4,779-23.8% |
| Participant deferral / active EE | $8,325 | $4,050+105.5% | $3,704+124.8% | $5,609+48.4% |
| Admin fee / account holder | $1,254 | $5,907-78.8% | $5,113-75.5% | $10,827-88.4% |