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 | $86,501 | $48,795+77.3% | $65,493+32.1% | $84,808+2.0% |
| Participation rate | 83.1% | 67.0%+16.1pp | 73.1%+10.0pp | 68.3%+14.8pp |
| Annual return | 13.83% | 20.20%-6.4pp | 982.45%-968.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,793 | $1,930-7.1% | $2,574-30.3% | $2,631-31.8% |
| Participant deferral / active EE | $2,643 | $2,928-9.7% | $3,961-33.3% | $4,212-37.2% |
| Admin fee / account holder | $14,273 | $3,877+268.1% | $5,028+183.9% | $7,344+94.4% |