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 | $61,721 | $58,828+4.9% | $77,999-20.9% | $62,891-1.9% |
| Participation rate | 89.6% | 71.1%+18.6pp | 75.5%+14.1pp | 69.3%+20.3pp |
| Annual return | 6.71% | 17.16%-10.4pp | 425.96%-419.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,114 | $1,672+86.3% | $2,470+26.1% | $2,281+36.5% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12,435 | $4,393+183.0% | $5,480+126.9% | $4,296+189.5% |