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 | $51,083 | $46,553+9.7% | $64,056-20.3% | $75,163-32.0% |
| Participation rate | 85.7% | 65.9%+19.8pp | 72.3%+13.4pp | 67.2%+18.5pp |
| Annual return | 19.61% | 26.03%-6.4pp | 33.69%-14.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,991 | $2,837+146.4% | $3,880+80.2% | $4,125+69.5% |
| Admin fee / account holder | $25,891 | $2,952+777.1% | $3,068+743.9% | $5,651+358.2% |