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 | $65,901 | $61,605+7.0% | $112,229-41.3% | $75,163-12.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 15.86% | 28.47%-12.6pp | 30.20%-14.3pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,130 | $2,015+55.3% | $3,430-8.7% | $2,670+17.3% |
| Participant deferral / active EE | $4,137 | $3,108+33.1% | $4,798-13.8% | $4,125+0.3% |
| Admin fee / account holder | $39,541 | $4,862+713.2% | $7,748+410.3% | $5,651+599.7% |