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 | $62,856 | $98,750-36.3% | $149,696-58.0% | $79,858-21.3% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.8pp |
| Annual return | 20.28% | 27.43%-7.1pp | 276.60%-256.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $4,528 | $3,216+40.8% | $4,644-2.5% | $2,471+83.3% |
| Participant deferral / active EE | $3,093 | $5,680-45.6% | $6,842-54.8% | $3,740-17.3% |
| Admin fee / account holder | $741 | $6,053-87.8% | $9,309-92.0% | $5,306-86.0% |