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 | $27,213 | $76,738-64.5% | $56,411-51.8% | $145,922-81.4% |
| Participation rate | 85.0% | 63.2%+21.8pp | 52.5%+32.5pp | 80.3%+4.7pp |
| Annual return | 11.33% | 2994.23%-2982.9pp | 1701.33%-1690.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,455 | $1,380+5.4% | $1,039+40.1% | $4,660-68.8% |
| Participant deferral / active EE | $1,019 | $2,623-61.2% | $1,952-47.8% | $6,688-84.8% |
| Admin fee / account holder | $7,732 | $3,334+131.9% | $2,829+173.3% | $13,397-42.3% |