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 | $54,177 | $49,173+10.2% | $121,098-55.3% | $75,163-27.9% |
| Participation rate | 76.5% | 55.4%+21.1pp | 69.5%+7.0pp | 67.2%+9.3pp |
| Annual return | 27.47% | 55.99%-28.5pp | 985.75%-958.3pp | 160.62%-133.1pp |
| Employer contribution / active EE | $2,986 | $1,546+93.2% | $4,164-28.3% | $2,670+11.8% |
| Participant deferral / active EE | $2,946 | $2,628+12.1% | $4,080-27.8% | $4,125-28.6% |
| Admin fee / account holder | $2,106 | $3,942-46.6% | $5,644-62.7% | $5,651-62.7% |