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 | $43,391 | $76,000-42.9% | $154,107-71.8% | $64,186-32.4% |
| Participation rate | 93.1% | 70.4%+22.7pp | 83.0%+10.1pp | 69.6%+23.5pp |
| Annual return | 29.89% | 30.32%-0.4pp | 735.12%-705.2pp | 7.63%+22.3pp |
| Employer contribution / active EE | $2,943 | $3,351-12.2% | $5,298-44.5% | $2,381+23.6% |
| Participant deferral / active EE | $3,751 | $3,175+18.1% | $5,081-26.2% | $3,470+8.1% |
| Admin fee / account holder | $471 | $5,596-91.6% | $13,411-96.5% | $4,888-90.4% |