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 | $86,927 | $105,181-17.4% | $159,436-45.5% | $85,850+1.3% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 19.03% | 45.07%-26.0pp | 263.57%-244.5pp | 318.53%-299.5pp |
| Employer contribution / active EE | $3,942 | $3,318+18.8% | $4,829-18.4% | $2,565+53.7% |
| Participant deferral / active EE | $11,362 | $5,945+91.1% | $7,352+54.5% | $3,952+187.5% |
| Admin fee / account holder | $1,644 | $6,933-76.3% | $10,799-84.8% | $6,260-73.7% |