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 | $64,975 | $48,795+33.2% | $65,493-0.8% | $84,808-23.4% |
| Participation rate | 92.6% | 67.0%+25.6pp | 73.1%+19.5pp | 68.3%+24.3pp |
| Annual return | 14.73% | 20.20%-5.5pp | 982.45%-967.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,062 | $1,930+58.7% | $2,574+19.0% | $2,631+16.4% |
| Participant deferral / active EE | $3,062 | $2,928+4.6% | $3,961-22.7% | $4,212-27.3% |
| Admin fee / account holder | $758 | $3,877-80.4% | $5,028-84.9% | $7,344-89.7% |