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 | $57,920 | $85,202-32.0% | $172,739-66.5% | $72,985-20.6% |
| Participation rate | 77.4% | 70.1%+7.4pp | 82.6%-5.2pp | 69.5%+7.9pp |
| Annual return | 20.63% | 27.32%-6.7pp | 802.84%-782.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $3,143 | $3,324-5.5% | $5,143-38.9% | $2,440+28.8% |
| Participant deferral / active EE | $6,218 | $3,260+90.7% | $5,198+19.6% | $3,607+72.4% |
| Admin fee / account holder | $586 | $5,884-90.0% | $13,954-95.8% | $5,124-88.6% |