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 | $57,712 | $55,415+4.1% | $155,509-62.9% | $74,495-22.5% |
| Participation rate | 90.2% | 61.9%+28.3pp | 78.2%+12.0pp | 67.2%+23.0pp |
| Annual return | 15.15% | 268.50%-253.3pp | 64.67%-49.5pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $3,743 | $2,267+65.1% | $4,672-19.9% | $2,623+42.7% |
| Participant deferral / active EE | $4,043 | $2,836+42.6% | $5,626-28.1% | $4,346-7.0% |
| Admin fee / account holder | $7,589 | $1,738+336.6% | $15,912-52.3% | $1,942+290.8% |