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 | $74,244 | $102,317-27.4% | $146,958-49.5% | $80,856-8.2% |
| Participation rate | 88.3% | 75.8%+12.5pp | 82.2%+6.2pp | 67.6%+20.7pp |
| Annual return | 16.20% | 134.76%-118.6pp | 418.34%-402.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,004 | $3,713-46.0% | $4,933-59.4% | $2,755-27.3% |
| Participant deferral / active EE | $3,380 | $6,644-49.1% | $8,070-58.1% | $4,296-21.3% |
| Admin fee / account holder | $5,185 | $7,941-34.7% | $12,998-60.1% | $6,918-25.0% |