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 | $52,557 | $102,966-49.0% | $90,281-41.8% | $152,861-65.6% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 23.32% | 95.16%-71.8pp | 78.10%-54.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $4,090 | $3,139+30.3% | $2,854+43.3% | $4,762-14.1% |
| Participant deferral / active EE | $3,977 | $4,281-7.1% | $3,885+2.3% | $5,850-32.0% |
| Admin fee / account holder | $1,973 | $6,171-68.0% | $5,351-63.1% | $11,596-83.0% |