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 | $74,458 | $56,053+32.8% | $75,972-2.0% | $80,856-7.9% |
| Participation rate | 98.3% | 62.0%+36.2pp | 69.1%+29.2pp | 67.6%+30.6pp |
| Annual return | 12.99% | 20.53%-7.5pp | 359.55%-346.6pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,757 | $1,874-6.3% | $2,685-34.6% | $2,755-36.2% |
| Participant deferral / active EE | $5,863 | $3,052+92.1% | $4,255+37.8% | $4,296+36.5% |
| Admin fee / account holder | $25,280 | $5,234+383.0% | $6,467+290.9% | $6,918+265.4% |