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 | $57,123 | $65,409-12.7% | $98,442-42.0% | $85,850-33.5% |
| Participation rate | 96.4% | 65.0%+31.4pp | 73.3%+23.1pp | 69.3%+27.1pp |
| Annual return | 16.18% | 21.76%-5.6pp | 1492.73%-1476.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $3,568 | $2,168+64.6% | $2,960+20.5% | $2,565+39.1% |
| Participant deferral / active EE | $2,923 | $3,166-7.7% | $4,276-31.6% | $3,952-26.0% |
| Admin fee / account holder | $6,038 | $4,593+31.5% | $5,949+1.5% | $6,260-3.5% |