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 | $59,537 | $58,208+2.3% | $81,812-27.2% | $80,856-26.4% |
| Participation rate | 96.7% | 63.4%+33.3pp | 72.3%+24.3pp | 67.6%+29.0pp |
| Annual return | 11.61% | 41.66%-30.0pp | 773.79%-762.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,051 | $2,340+73.1% | $2,912+39.1% | $2,755+47.1% |
| Participant deferral / active EE | $6,455 | $3,281+96.7% | $4,319+49.5% | $4,296+50.3% |
| Admin fee / account holder | $11,730 | $4,981+135.5% | $7,386+58.8% | $6,918+69.6% |