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 | $71,911 | $49,173+46.2% | $121,098-40.6% | $75,163-4.3% |
| Participation rate | 92.6% | 55.4%+37.2pp | 69.5%+23.1pp | 67.2%+25.4pp |
| Annual return | 17.75% | 55.99%-38.2pp | 985.75%-968.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,337 | $1,546-13.5% | $4,164-67.9% | $2,670-49.9% |
| Participant deferral / active EE | $2,841 | $2,628+8.1% | $4,080-30.4% | $4,125-31.1% |
| Admin fee / account holder | $7,897 | $3,942+100.3% | $5,644+39.9% | $5,651+39.7% |