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 | $59,944 | $72,177-16.9% | $115,037-47.9% | $59,632+0.5% |
| Participation rate | 91.4% | 72.6%+18.9pp | 81.4%+10.1pp | 68.7%+22.8pp |
| Annual return | 111.00% | 12.02%+99.0pp | 26.14%+84.9pp | 2041.28%-1930.3pp |
| Employer contribution / active EE | $10,164 | $2,841+257.7% | $4,608+120.6% | $2,203+361.5% |
| Participant deferral / active EE | $6,342 | $4,783+32.6% | $6,026+5.2% | $3,192+98.7% |
| Admin fee / account holder | $8,544 | $4,927+73.4% | $8,175+4.5% | $4,297+98.8% |