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 | $82,640 | $89,355-7.5% | $141,162-41.5% | $72,985+13.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.96% | 111.85%-88.9pp | 71.39%-48.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $3,715 | $3,114+19.3% | $4,735-21.5% | $2,440+52.3% |
| Participant deferral / active EE | $14,456 | $5,418+166.8% | $6,709+115.5% | $3,607+300.7% |
| Admin fee / account holder | $1,815 | $5,958-69.5% | $10,261-82.3% | $5,124-64.6% |