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 | $60,945 | $48,364+26.0% | $71,796-15.1% | $62,891-3.1% |
| Participation rate | 79.8% | 60.6%+19.2pp | 69.1%+10.7pp | 69.3%+10.5pp |
| Annual return | 8.13% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $816 | $1,042-21.6% | $1,924-57.6% | $2,281-64.2% |
| Participant deferral / active EE | $3,404 | $2,091+62.7% | $2,794+21.8% | $3,203+6.3% |
| Admin fee / account holder | $12,786 | $3,771+239.0% | $4,815+165.5% | $4,296+197.6% |