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 | $85,001 | $49,922+70.3% | $80,569+5.5% | $75,163+13.1% |
| Participation rate | 96.6% | 55.3%+41.2pp | 67.0%+29.6pp | 67.2%+29.4pp |
| Annual return | 17.35% | 34.69%-17.3pp | 935.43%-918.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,057 | $1,698+21.2% | $2,723-24.5% | $2,670-22.9% |
| Participant deferral / active EE | $8,919 | $2,990+198.2% | $4,447+100.5% | $4,125+116.2% |
| Admin fee / account holder | $11,457 | $3,577+220.3% | $5,377+113.1% | $5,651+102.7% |