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 | $60,059 | $102,317-41.3% | $146,958-59.1% | $80,856-25.7% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.9pp | 67.6%+20.4pp |
| Annual return | 17.03% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $4,091 | $3,713+10.2% | $4,933-17.1% | $2,755+48.5% |
| Participant deferral / active EE | $10,861 | $6,644+63.5% | $8,070+34.6% | $4,296+152.8% |
| Admin fee / account holder | $9,764 | $7,941+22.9% | $12,998-24.9% | $6,918+41.1% |