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 | $36,415 | $57,281-36.4% | $86,612-58.0% | $75,163-51.6% |
| Participation rate | 90.3% | 63.2%+27.1pp | 71.7%+18.6pp | 67.2%+23.1pp |
| Annual return | 18.43% | 2670.75%-2652.3pp | 591.07%-572.6pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,887 | $2,314+24.8% | $3,022-4.5% | $2,670+8.1% |
| Participant deferral / active EE | $5,283 | $3,318+59.2% | $4,438+19.0% | $4,125+28.1% |
| Admin fee / account holder | $805 | $4,112-80.4% | $5,614-85.7% | $5,651-85.8% |