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 | $69,969 | $102,317-31.6% | $146,958-52.4% | $80,856-13.5% |
| Participation rate | 98.1% | 75.8%+22.2pp | 82.2%+15.9pp | 67.6%+30.4pp |
| Annual return | 16.55% | 134.76%-118.2pp | 418.34%-401.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $4,669 | $3,713+25.7% | $4,933-5.3% | $2,755+69.5% |
| Participant deferral / active EE | $4,583 | $6,644-31.0% | $8,070-43.2% | $4,296+6.7% |
| Admin fee / account holder | $462 | $7,941-94.2% | $12,998-96.4% | $6,918-93.3% |