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 6-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 | $47,500 | $60,022-20.9% | $88,946-46.6% | $84,808-44.0% |
| Participation rate | 93.1% | 57.8%+35.3pp | 68.8%+24.3pp | 68.3%+24.8pp |
| Annual return | 27.86% | 22.43%+5.4pp | 57.82%-30.0pp | 40.90%-13.0pp |
| Employer contribution / active EE | $5,020 | $1,703+194.8% | $2,555+96.5% | $2,631+90.8% |
| Participant deferral / active EE | $9,155 | $3,114+194.0% | $4,581+99.8% | $4,212+117.4% |
| Admin fee / account holder | $1,394 | $4,811-71.0% | $8,261-83.1% | $7,344-81.0% |