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 | $37,211 | $114,381-67.5% | $107,525-65.4% | $142,382-73.9% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 14.93% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,125 | $4,015-22.2% | $3,754-16.8% | $4,299-27.3% |
| Participant deferral / active EE | $10,714 | $5,564+92.6% | $5,116+109.4% | $6,507+64.7% |
| Admin fee / account holder | $50,516 | $9,860+412.3% | $8,919+466.4% | $12,624+300.2% |