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 | $58,550 | $88,710-34.0% | $81,783-28.4% | $145,959-59.9% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 12.13% | 1027.26%-1015.1pp | 775.05%-762.9pp | 561.95%-549.8pp |
| Employer contribution / active EE | $6,832 | $3,083+121.6% | $2,913+134.6% | $4,661+46.6% |
| Participant deferral / active EE | $10,312 | $4,645+122.0% | $4,320+138.7% | $6,689+54.2% |
| Admin fee / account holder | $742 | $8,407-91.2% | $7,380-89.9% | $13,398-94.5% |