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 3-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 | $59,603 | $96,635-38.3% | $86,612-31.2% | $139,434-57.3% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 14.46% | 106.41%-92.0pp | 591.07%-576.6pp | 372.94%-358.5pp |
| Employer contribution / active EE | $6,673 | $3,263+104.5% | $3,022+120.8% | $4,751+40.5% |
| Participant deferral / active EE | $3,161 | $4,836-34.6% | $4,438-28.8% | $6,710-52.9% |
| Admin fee / account holder | $410 | $6,408-93.6% | $5,614-92.7% | $11,403-96.4% |