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 | $63,921 | $102,317-37.5% | $146,958-56.5% | $80,856-20.9% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.2%+3.1pp | 67.6%+17.7pp |
| Annual return | 14.01% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,304 | $3,713-37.9% | $4,933-53.3% | $2,755-16.4% |
| Participant deferral / active EE | $5,743 | $6,644-13.6% | $8,070-28.8% | $4,296+33.7% |
| Admin fee / account holder | $15,567 | $7,941+96.0% | $12,998+19.8% | $6,918+125.0% |