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 | $79,089 | $59,107+33.8% | $86,436-8.5% | $68,494+15.5% |
| Participation rate | 98.4% | 75.2%+23.1pp | 80.3%+18.0pp | 67.9%+30.5pp |
| Annual return | 59.97% | -0.23%+60.2pp | 4394.89%-4334.9pp | -7.84%+67.8pp |
| Employer contribution / active EE | $1,829 | $2,519-27.4% | $3,769-51.5% | $2,596-29.5% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,027-100.0% |
| Admin fee / account holder | $489 | $5,637-91.3% | $6,731-92.7% | $5,403-91.0% |