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 | $49,993 | $62,573-20.1% | $85,682-41.7% | $85,850-41.8% |
| Participation rate | 78.6% | 61.1%+17.4pp | 69.9%+8.7pp | 69.3%+9.3pp |
| Annual return | 21.06% | 23.77%-2.7pp | 21.49%-0.4pp | 318.53%-297.5pp |
| Employer contribution / active EE | $2,144 | $1,757+22.0% | $2,618-18.1% | $2,565-16.4% |
| Participant deferral / active EE | $4,311 | $2,802+53.8% | $3,923+9.9% | $3,952+9.1% |
| Admin fee / account holder | $10,113 | $4,640+117.9% | $6,873+47.1% | $6,260+61.5% |