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 | $63,267 | $64,307-1.6% | $57,343+10.3% | $125,391-49.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.45% | 25.12%-22.7pp | 24.39%-21.9pp | 282.22%-279.8pp |
| Employer contribution / active EE | $4,790 | $3,193+50.0% | $2,689+78.2% | $4,866-1.6% |
| Participant deferral / active EE | $5,548 | $3,848+44.2% | $3,162+75.4% | $5,352+3.7% |
| Admin fee / account holder | $57,605 | $5,242+999.0% | $3,356+1616.7% | $9,540+503.8% |