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 | $71,391 | $60,124+18.7% | $90,404-21.0% | $79,858-10.6% |
| Participation rate | 83.8% | 65.0%+18.8pp | 72.7%+11.1pp | 69.6%+14.2pp |
| Annual return | 16.58% | 71.94%-55.4pp | 1293.02%-1276.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,422 | $2,068+17.2% | $3,262-25.7% | $2,471-2.0% |
| Participant deferral / active EE | $7,723 | $2,938+162.8% | $3,963+94.9% | $3,740+106.5% |
| Admin fee / account holder | $5,457 | $3,976+37.2% | $5,611-2.7% | $5,306+2.8% |