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 | $76,950 | $59,417+29.5% | $93,606-17.8% | $74,495+3.3% |
| Participation rate | 98.1% | 59.7%+38.5pp | 68.7%+29.4pp | 67.2%+30.9pp |
| Annual return | 14.64% | 81.83%-67.2pp | 133.20%-118.6pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,305 | $1,264+82.4% | $2,420-4.7% | $2,623-12.1% |
| Participant deferral / active EE | $8,905 | $3,050+192.0% | $4,411+101.9% | $4,346+104.9% |
| Admin fee / account holder | $2,559 | $3,021-15.3% | $8,285-69.1% | $1,942+31.8% |