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 | $57,373 | $102,966-44.3% | $90,281-36.5% | $152,861-62.5% |
| Participation rate | 95.5% | 75.9%+19.6pp | 73.3%+22.2pp | 82.4%+13.0pp |
| Annual return | 19.50% | 95.16%-75.7pp | 78.10%-58.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,385 | $3,139-55.9% | $2,854-51.5% | $4,762-70.9% |
| Participant deferral / active EE | $4,636 | $4,281+8.3% | $3,885+19.3% | $5,850-20.8% |
| Admin fee / account holder | $2,270 | $6,171-63.2% | $5,351-57.6% | $11,596-80.4% |