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 | $56,442 | $48,795+15.7% | $65,493-13.8% | $84,808-33.4% |
| Participation rate | 90.7% | 67.0%+23.8pp | 73.1%+17.6pp | 68.3%+22.4pp |
| Annual return | 16.17% | 20.20%-4.0pp | 982.45%-966.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,576 | $1,930+33.5% | $2,574+0.1% | $2,631-2.1% |
| Participant deferral / active EE | $6,110 | $2,928+108.6% | $3,961+54.3% | $4,212+45.1% |
| Admin fee / account holder | $66,678 | $3,877+1619.8% | $5,028+1226.1% | $7,344+808.0% |