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 | $79,777 | $65,409+22.0% | $98,442-19.0% | $85,850-7.1% |
| Participation rate | 93.5% | 65.0%+28.6pp | 73.3%+20.2pp | 69.3%+24.2pp |
| Annual return | 16.30% | 21.76%-5.5pp | 1492.73%-1476.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,040 | $2,168-5.9% | $2,960-31.1% | $2,565-20.5% |
| Participant deferral / active EE | $7,001 | $3,166+121.1% | $4,276+63.7% | $3,952+77.2% |
| Admin fee / account holder | $7,018 | $4,593+52.8% | $5,949+18.0% | $6,260+12.1% |