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 | $79,032 | $102,317-22.8% | $146,958-46.2% | $80,856-2.3% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.2%+3.1pp | 67.6%+17.7pp |
| Annual return | 24.41% | 134.76%-110.4pp | 418.34%-393.9pp | 35.59%-11.2pp |
| Employer contribution / active EE | $4,770 | $3,713+28.5% | $4,933-3.3% | $2,755+73.2% |
| Participant deferral / active EE | $10,162 | $6,644+53.0% | $8,070+25.9% | $4,296+136.6% |
| Admin fee / account holder | $3,799 | $7,941-52.2% | $12,998-70.8% | $6,918-45.1% |