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 | $32,430 | $108,172-70.0% | $77,482-58.1% | $158,922-79.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 45.12% | 31.67%+13.4pp | 54.79%-9.7pp | 302.83%-257.7pp |
| Employer contribution / active EE | $1,309 | $1,325-1.2% | $986+32.7% | $4,761-72.5% |
| Participant deferral / active EE | $3,686 | $2,456+50.1% | $1,861+98.1% | $5,982-38.4% |
| Admin fee / account holder | $4,616 | $3,708+24.5% | $2,858+61.5% | $11,246-59.0% |