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 | $44,256 | $90,600-51.2% | $79,464-44.3% | $135,375-67.3% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | 7.20% | 977.43%-970.2pp | 718.14%-710.9pp | 519.73%-512.5pp |
| Employer contribution / active EE | $4,323 | $3,068+40.9% | $2,800+54.4% | $4,779-9.5% |
| Participant deferral / active EE | $807 | $4,050-80.1% | $3,704-78.2% | $5,609-85.6% |
| Admin fee / account holder | $18,939 | $5,907+220.6% | $5,113+270.4% | $10,827+74.9% |