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 | $70,963 | $81,208-12.6% | $98,907-28.3% | $79,858-11.1% |
| Participation rate | 85.7% | 72.5%+13.2pp | 76.0%+9.7pp | 69.6%+16.1pp |
| Annual return | 14.16% | 60.99%-46.8pp | 196.43%-182.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $4,082 | $1,960+108.3% | $2,689+51.8% | $2,471+65.2% |
| Participant deferral / active EE | $2,043 | $3,265-37.4% | $4,244-51.9% | $3,740-45.4% |
| Admin fee / account holder | $6,900 | $6,013+14.7% | $6,642+3.9% | $5,306+30.0% |