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 | $64,558 | $117,841-45.2% | $102,423-37.0% | $145,922-55.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 44.29% | 31.65%+12.6pp | 29.32%+15.0pp | 561.29%-517.0pp |
| Employer contribution / active EE | $5,028 | $3,615+39.1% | $3,023+66.3% | $4,660+7.9% |
| Participant deferral / active EE | $14,376 | $5,731+150.9% | $5,053+184.5% | $6,688+115.0% |
| Admin fee / account holder | $24,671 | $13,326+85.1% | $9,451+161.0% | $13,397+84.2% |