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 | $56,276 | $52,279+7.6% | $89,391-37.0% | $79,858-29.5% |
| Participation rate | 98.3% | 57.5%+40.8pp | 68.0%+30.3pp | 69.6%+28.7pp |
| Annual return | 43.06% | 22.16%+20.9pp | 245.62%-202.6pp | 31.71%+11.3pp |
| Employer contribution / active EE | $3,218 | $1,572+104.8% | $2,586+24.5% | $2,471+30.3% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,603 | $3,356-52.2% | $4,881-67.2% | $5,306-69.8% |