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 | $79,256 | $58,208+36.2% | $81,812-3.1% | $80,856-2.0% |
| Participation rate | 88.6% | 63.4%+25.2pp | 72.3%+16.2pp | 67.6%+20.9pp |
| Annual return | 12.38% | 41.66%-29.3pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,795 | $2,340-23.3% | $2,912-38.4% | $2,755-34.8% |
| Participant deferral / active EE | $1,944 | $3,281-40.7% | $4,319-55.0% | $4,296-54.7% |
| Admin fee / account holder | $16,246 | $4,981+226.1% | $7,386+120.0% | $6,918+134.8% |