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 | $78,386 | $48,230+62.5% | $67,502+16.1% | $80,856-3.1% |
| Participation rate | 79.6% | 66.4%+13.3pp | 72.9%+6.8pp | 67.6%+12.0pp |
| Annual return | 14.38% | 18.28%-3.9pp | 3512.12%-3497.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,389 | $2,924+84.3% | $4,000+34.7% | $4,296+25.4% |
| Admin fee / account holder | $8,761 | $3,681+138.0% | $3,998+119.2% | $6,918+26.6% |