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 | $83,895 | $65,409+28.3% | $98,442-14.8% | $85,850-2.3% |
| Participation rate | 93.3% | 65.0%+28.3pp | 73.3%+20.0pp | 69.3%+24.0pp |
| Annual return | 17.47% | 21.76%-4.3pp | 1492.73%-1475.3pp | 318.53%-301.1pp |
| Employer contribution / active EE | $1,327 | $2,168-38.8% | $2,960-55.2% | $2,565-48.3% |
| Participant deferral / active EE | $2,195 | $3,166-30.7% | $4,276-48.7% | $3,952-44.5% |
| Admin fee / account holder | $7,873 | $4,593+71.4% | $5,949+32.3% | $6,260+25.8% |