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 | $68,274 | $65,409+4.4% | $98,442-30.6% | $85,850-20.5% |
| Participation rate | 96.2% | 65.0%+31.2pp | 73.3%+22.8pp | 69.3%+26.8pp |
| Annual return | 30.88% | 21.76%+9.1pp | 1492.73%-1461.9pp | 318.53%-287.7pp |
| Employer contribution / active EE | $2,679 | $2,168+23.6% | $2,960-9.5% | $2,565+4.4% |
| Participant deferral / active EE | $3,174 | $3,166+0.2% | $4,276-25.8% | $3,952-19.7% |
| Admin fee / account holder | $2,346 | $4,593-48.9% | $5,949-60.6% | $6,260-62.5% |