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 | $73,386 | $115,770-36.6% | $101,248-27.5% | $158,922-53.8% |
| Participation rate | 88.2% | 79.4%+8.9pp | 75.8%+12.4pp | 82.0%+6.3pp |
| Annual return | 16.29% | 56.14%-39.9pp | 46.47%-30.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $6,581 | $4,175+57.6% | $3,660+79.8% | $4,761+38.2% |
| Participant deferral / active EE | $6,986 | $4,957+40.9% | $4,370+59.9% | $5,982+16.8% |
| Admin fee / account holder | $4,876 | $7,245-32.7% | $5,945-18.0% | $11,246-56.6% |