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 | $73,259 | $57,281+27.9% | $86,612-15.4% | $75,163-2.5% |
| Participation rate | 94.1% | 63.2%+30.9pp | 71.7%+22.4pp | 67.2%+26.9pp |
| Annual return | 16.61% | 2670.75%-2654.1pp | 591.07%-574.5pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,422 | $2,314-38.6% | $3,022-53.0% | $2,670-46.8% |
| Participant deferral / active EE | $6,235 | $3,318+87.9% | $4,438+40.5% | $4,125+51.1% |
| Admin fee / account holder | $724 | $4,112-82.4% | $5,614-87.1% | $5,651-87.2% |