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 | $77,979 | $77,145+1.1% | $108,410-28.1% | $85,850-9.2% |
| Participation rate | 93.8% | 74.7%+19.1pp | 80.1%+13.6pp | 69.3%+24.4pp |
| Annual return | 17.83% | 44.54%-26.7pp | 905.27%-887.4pp | 318.53%-300.7pp |
| Employer contribution / active EE | $10,009 | $2,379+320.7% | $3,558+181.3% | $2,565+290.2% |
| Participant deferral / active EE | $8,744 | $5,566+57.1% | $6,563+33.2% | $3,952+121.3% |
| Admin fee / account holder | $7,772 | $5,172+50.3% | $7,295+6.5% | $6,260+24.2% |