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 | $83,020 | $102,317-18.9% | $146,958-43.5% | $80,856+2.7% |
| Participation rate | 97.8% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 15.13% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,668 | $3,713-55.1% | $4,933-66.2% | $2,755-39.4% |
| Participant deferral / active EE | $6,051 | $6,644-8.9% | $8,070-25.0% | $4,296+40.9% |
| Admin fee / account holder | $9,006 | $7,941+13.4% | $12,998-30.7% | $6,918+30.2% |