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 | $56,260 | $74,888-24.9% | $71,209-21.0% | $142,382-60.5% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.1%+14.3pp |
| Annual return | 20.44% | 345.14%-324.7pp | 282.51%-262.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $4,055 | $2,854+42.1% | $2,721+49.0% | $4,299-5.7% |
| Participant deferral / active EE | $5,019 | $4,454+12.7% | $4,175+20.2% | $6,507-22.9% |
| Admin fee / account holder | $10,277 | $5,568+84.6% | $5,349+92.1% | $12,624-18.6% |