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 | $81,785 | $102,317-20.1% | $146,958-44.3% | $80,856+1.1% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.2%+9.3pp | 67.6%+23.9pp |
| Annual return | 14.50% | 134.76%-120.3pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,142 | $3,713-15.4% | $4,933-36.3% | $2,755+14.1% |
| Participant deferral / active EE | $6,033 | $6,644-9.2% | $8,070-25.2% | $4,296+40.4% |
| Admin fee / account holder | $21,743 | $7,941+173.8% | $12,998+67.3% | $6,918+214.3% |