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 | $66,635 | $83,902-20.6% | $167,512-60.2% | $84,808-21.4% |
| Participation rate | 79.0% | 66.5%+12.6pp | 77.1%+2.0pp | 68.3%+10.7pp |
| Annual return | 17.99% | 91.55%-73.6pp | 1615.79%-1597.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,527 | $2,264+55.8% | $3,882-9.1% | $2,631+34.0% |
| Participant deferral / active EE | $5,141 | $4,442+15.7% | $6,405-19.7% | $4,212+22.1% |
| Admin fee / account holder | $5,218 | $7,915-34.1% | $9,769-46.6% | $7,344-29.0% |