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 | $71,222 | $48,230+47.7% | $67,502+5.5% | $80,856-11.9% |
| Participation rate | 88.0% | 66.4%+21.6pp | 72.9%+15.1pp | 67.6%+20.4pp |
| Annual return | 18.87% | 18.28%+0.6pp | 3512.12%-3493.3pp | 35.59%-16.7pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,946 | $2,924+171.8% | $4,000+98.7% | $4,296+85.0% |
| Admin fee / account holder | $8,585 | $3,681+133.2% | $3,998+114.8% | $6,918+24.1% |