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 | $61,536 | $99,020-37.9% | $86,590-28.9% | $147,584-58.3% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 14.43% | 1312.34%-1297.9pp | 964.84%-950.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $4,795 | $3,132+53.1% | $2,839+68.9% | $4,876-1.7% |
| Participant deferral / active EE | $7,959 | $3,972+100.4% | $3,609+120.5% | $5,439+46.3% |
| Admin fee / account holder | $20,097 | $5,710+251.9% | $4,906+309.7% | $10,885+84.6% |