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 | $79,208 | $102,317-22.6% | $146,958-46.1% | $80,856-2.0% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 13.47% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,632 | $3,713-29.1% | $4,933-46.6% | $2,755-4.5% |
| Participant deferral / active EE | $3,937 | $6,644-40.7% | $8,070-51.2% | $4,296-8.4% |
| Admin fee / account holder | $11,489 | $7,941+44.7% | $12,998-11.6% | $6,918+66.1% |