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 | $68,929 | $102,382-32.7% | $147,005-53.1% | $80,874-14.8% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | 13.69% | 134.89%-121.2pp | 418.76%-405.1pp | 35.62%-21.9pp |
| Employer contribution / active EE | $1,975 | $3,715-46.8% | $4,934-60.0% | $2,756-28.3% |
| Participant deferral / active EE | $8,020 | $6,646+20.7% | $8,070-0.6% | $4,297+86.6% |
| Admin fee / account holder | $615 | $7,942-92.3% | $13,006-95.3% | $6,935-91.1% |