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 | $58,953 | $53,516+10.2% | $126,539-53.4% | $84,808-30.5% |
| Participation rate | 97.5% | 58.2%+39.3pp | 69.8%+27.7pp | 68.3%+29.2pp |
| Annual return | 14.83% | 58.34%-43.5pp | 425.95%-411.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,066 | $1,535+99.8% | $3,674-16.5% | $2,631+16.5% |
| Participant deferral / active EE | $3,970 | $2,671+48.6% | $4,083-2.8% | $4,212-5.7% |
| Admin fee / account holder | $7,879 | $4,497+75.2% | $6,065+29.9% | $7,344+7.3% |