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 | $58,627 | $102,317-42.7% | $146,958-60.1% | $80,856-27.5% |
| Participation rate | 76.5% | 75.8%+0.6pp | 82.2%-5.7pp | 67.6%+8.8pp |
| Annual return | 28.19% | 134.76%-106.6pp | 418.34%-390.2pp | 35.59%-7.4pp |
| Employer contribution / active EE | $2,988 | $3,713-19.5% | $4,933-39.4% | $2,755+8.5% |
| Participant deferral / active EE | $6,123 | $6,644-7.8% | $8,070-24.1% | $4,296+42.5% |
| Admin fee / account holder | $2,715 | $7,941-65.8% | $12,998-79.1% | $6,918-60.8% |