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 | $75,842 | $79,184-4.2% | $102,438-26.0% | $74,546+1.7% |
| Participation rate | 94.9% | 74.8%+20.1pp | 76.5%+18.4pp | 67.2%+27.7pp |
| Annual return | 15.74% | 54.95%-39.2pp | 29.37%-13.6pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $4,798 | $2,362+103.1% | $3,024+58.7% | $2,624+82.8% |
| Participant deferral / active EE | $6,691 | $4,414+51.6% | $5,054+32.4% | $4,347+53.9% |
| Admin fee / account holder | $15,595 | $2,001+679.3% | $9,448+65.1% | $1,944+702.4% |