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 | $83,653 | $65,409+27.9% | $98,442-15.0% | $85,850-2.6% |
| Participation rate | 91.4% | 65.0%+26.4pp | 73.3%+18.1pp | 69.3%+22.1pp |
| Annual return | 12.53% | 21.76%-9.2pp | 1492.73%-1480.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,999 | $2,168-7.8% | $2,960-32.5% | $2,565-22.1% |
| Participant deferral / active EE | $6,286 | $3,166+98.5% | $4,276+47.0% | $3,952+59.1% |
| Admin fee / account holder | $10,929 | $4,593+138.0% | $5,949+83.7% | $6,260+74.6% |