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 | $58,827 | $69,207-15.0% | $64,056-8.2% | $139,434-57.8% |
| Participation rate | 90.5% | 75.6%+14.9pp | 72.3%+18.2pp | 80.3%+10.2pp |
| Annual return | 11.09% | 45.88%-34.8pp | 33.69%-22.6pp | 372.94%-361.9pp |
| Employer contribution / active EE | $7,830 | $3,182+146.1% | $2,747+185.1% | $4,751+64.8% |
| Participant deferral / active EE | $3,914 | $4,682-16.4% | $3,880+0.9% | $6,710-41.7% |
| Admin fee / account holder | $7,139 | $4,244+68.2% | $3,068+132.7% | $11,403-37.4% |