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 | $60,667 | $63,346-4.2% | $92,233-34.2% | $70,131-13.5% |
| Participation rate | 98.3% | 68.7%+29.7pp | 76.5%+21.9pp | 69.5%+28.8pp |
| Annual return | 17.03% | 530.12%-513.1pp | 176.28%-159.3pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,038 | $2,471-17.5% | $3,679-44.6% | $2,342-13.0% |
| Participant deferral / active EE | $4,358 | $2,854+52.7% | $3,897+11.8% | $3,332+30.8% |
| Admin fee / account holder | $13,311 | $3,840+246.6% | $5,194+156.3% | $4,645+186.6% |