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 | $69,539 | $65,409+6.3% | $98,442-29.4% | $85,850-19.0% |
| Participation rate | 91.8% | 65.0%+26.8pp | 73.3%+18.4pp | 69.3%+22.5pp |
| Annual return | 12.06% | 21.76%-9.7pp | 1492.73%-1480.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,135 | $2,168-47.7% | $2,960-61.7% | $2,565-55.8% |
| Participant deferral / active EE | $3,505 | $3,166+10.7% | $4,276-18.0% | $3,952-11.3% |
| Admin fee / account holder | $12,908 | $4,593+181.1% | $5,949+117.0% | $6,260+106.2% |