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 | $33,362 | $99,079-66.3% | $77,999-57.2% | $273,961-87.8% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.5%+18.9pp | 83.0%+11.4pp |
| Annual return | 10.59% | 217.93%-207.3pp | 425.96%-415.4pp | 41.45%-30.9pp |
| Employer contribution / active EE | $6,546 | $3,308+97.9% | $2,470+165.0% | $4,869+34.4% |
| Participant deferral / active EE | $7,812 | $4,306+81.4% | $3,497+123.4% | $5,287+47.8% |
| Admin fee / account holder | $6,548 | $8,954-26.9% | $5,480+19.5% | $10,132-35.4% |