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 | $57,507 | $158,398-63.7% | $126,539-54.6% | $142,382-59.6% |
| Participation rate | 94.7% | 75.8%+18.9pp | 69.8%+24.9pp | 80.1%+14.6pp |
| Annual return | 18.87% | 593.76%-574.9pp | 425.95%-407.1pp | 217.08%-198.2pp |
| Employer contribution / active EE | $5,576 | $4,650+19.9% | $3,674+51.8% | $4,299+29.7% |
| Participant deferral / active EE | $8,191 | $4,767+71.8% | $4,083+100.6% | $6,507+25.9% |
| Admin fee / account holder | $3,551 | $6,918-48.7% | $6,065-41.4% | $12,624-71.9% |