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 | $57,368 | $78,485-26.9% | $106,213-46.0% | $74,495-23.0% |
| Participation rate | 98.5% | 72.8%+25.7pp | 75.3%+23.2pp | 67.2%+31.3pp |
| Annual return | 72.12% | 15.95%+56.2pp | 116.14%-44.0pp | 1364.94%-1292.8pp |
| Employer contribution / active EE | $3,854 | $2,523+52.8% | $3,171+21.5% | $2,623+46.9% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1,792 | $2,232-19.7% | $11,033-83.8% | $1,942-7.7% |