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 | $85,229 | $102,317-16.7% | $146,958-42.0% | $80,856+5.4% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.2%+12.4pp | 67.6%+27.0pp |
| Annual return | 18.20% | 134.76%-116.6pp | 418.34%-400.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $4,660 | $3,713+25.5% | $4,933-5.5% | $2,755+69.1% |
| Participant deferral / active EE | $10,713 | $6,644+61.3% | $8,070+32.8% | $4,296+149.4% |
| Admin fee / account holder | $2,827 | $7,941-64.4% | $12,998-78.2% | $6,918-59.1% |