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 | $61,728 | $43,133+43.1% | $89,391-30.9% | $73,488-16.0% |
| Participation rate | 82.1% | 55.0%+27.1pp | 68.0%+14.1pp | 70.7%+11.4pp |
| Annual return | 14.32% | 135.66%-121.3pp | 245.62%-231.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,632 | $1,438+83.0% | $2,586+1.8% | $2,270+15.9% |
| Participant deferral / active EE | $7,140 | $2,445+192.1% | $3,890+83.5% | $3,740+90.9% |
| Admin fee / account holder | $4,251 | $444+858.0% | $4,881-12.9% | $513+728.5% |