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 | $52,959 | $74,888-29.3% | $71,209-25.6% | $142,382-62.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 16.89% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $8,917 | $2,854+212.4% | $2,721+227.7% | $4,299+107.4% |
| Participant deferral / active EE | $13,459 | $4,454+202.2% | $4,175+222.4% | $6,507+106.8% |
| Admin fee / account holder | $310 | $5,568-94.4% | $5,349-94.2% | $12,624-97.5% |