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 | $77,637 | $78,672-1.3% | $109,143-28.9% | $85,850-9.6% |
| Participation rate | 97.6% | 68.3%+29.3pp | 75.9%+21.7pp | 69.3%+28.2pp |
| Annual return | 12.99% | 25.09%-12.1pp | 25.75%-12.8pp | 318.53%-305.5pp |
| Employer contribution / active EE | $4,262 | $2,735+55.8% | $3,722+14.5% | $2,565+66.1% |
| Participant deferral / active EE | $6,402 | $3,467+84.6% | $4,653+37.6% | $3,952+62.0% |
| Admin fee / account holder | $31,980 | $5,469+484.7% | $6,752+373.6% | $6,260+410.9% |