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 | $81,614 | $118,919-31.4% | $88,538-7.8% | $152,861-46.6% |
| Participation rate | 85.7% | 73.4%+12.3pp | 68.7%+17.0pp | 82.4%+3.3pp |
| Annual return | 18.56% | 47.92%-29.4pp | 43.64%-25.1pp | 345.32%-326.8pp |
| Employer contribution / active EE | $11,830 | $2,669+343.3% | $2,098+463.8% | $4,762+148.4% |
| Participant deferral / active EE | $10,458 | $3,549+194.7% | $2,914+258.9% | $5,850+78.8% |
| Admin fee / account holder | $4,661 | $5,876-20.7% | $4,310+8.1% | $11,596-59.8% |