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 | $67,112 | $60,124+11.6% | $90,404-25.8% | $79,858-16.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.80% | 71.94%-54.1pp | 1293.02%-1275.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,429 | $2,068-30.9% | $3,262-56.2% | $2,471-42.2% |
| Participant deferral / active EE | $3,034 | $2,938+3.3% | $3,963-23.4% | $3,740-18.9% |
| Admin fee / account holder | $13,041 | $3,976+227.9% | $5,611+132.4% | $5,306+145.8% |