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 | $56,875 | $51,576+10.3% | $129,207-56.0% | $80,856-29.7% |
| Participation rate | 84.6% | 57.0%+27.6pp | 69.6%+15.0pp | 67.6%+17.0pp |
| Annual return | 49.68% | 20.81%+28.9pp | 9417.33%-9367.6pp | 35.59%+14.1pp |
| Employer contribution / active EE | $2,518 | $1,584+59.0% | $4,153-39.4% | $2,755-8.6% |
| Participant deferral / active EE | $5,807 | $2,669+117.6% | $4,168+39.3% | $4,296+35.2% |
| Admin fee / account holder | $1,874 | $4,305-56.5% | $7,715-75.7% | $6,918-72.9% |