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 | $80,803 | $58,208+38.8% | $81,812-1.2% | $80,856-0.1% |
| Participation rate | 80.6% | 63.4%+17.2pp | 72.3%+8.3pp | 67.6%+13.0pp |
| Annual return | 12.68% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,566 | $2,340+9.6% | $2,912-11.9% | $2,755-6.9% |
| Participant deferral / active EE | $6,551 | $3,281+99.7% | $4,319+51.7% | $4,296+52.5% |
| Admin fee / account holder | $41,663 | $4,981+736.4% | $7,386+464.1% | $6,918+502.2% |