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 | $69,098 | $77,145-10.4% | $108,410-36.3% | $85,850-19.5% |
| Participation rate | 70.3% | 74.7%-4.4pp | 80.1%-9.9pp | 69.3%+1.0pp |
| Annual return | 17.89% | 44.54%-26.7pp | 905.27%-887.4pp | 318.53%-300.6pp |
| Employer contribution / active EE | $2,019 | $2,379-15.2% | $3,558-43.3% | $2,565-21.3% |
| Participant deferral / active EE | $6,488 | $5,566+16.6% | $6,563-1.1% | $3,952+64.2% |
| Admin fee / account holder | $1,039 | $5,172-79.9% | $7,295-85.8% | $6,260-83.4% |