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 | $73,393 | $95,416-23.1% | $185,823-60.5% | $85,850-14.5% |
| Participation rate | 98.6% | 68.8%+29.8pp | 81.7%+16.9pp | 69.3%+29.3pp |
| Annual return | 14.80% | 23.59%-8.8pp | 122.05%-107.2pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,648 | $3,314-50.3% | $5,167-68.1% | $2,565-35.8% |
| Participant deferral / active EE | $1,314 | $3,423-61.6% | $5,568-76.4% | $3,952-66.8% |
| Admin fee / account holder | $1,918 | $7,213-73.4% | $16,237-88.2% | $6,260-69.4% |