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 | $87,329 | $102,317-14.6% | $146,958-40.6% | $80,856+8.0% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.2%+15.2pp | 67.6%+29.8pp |
| Annual return | 26.74% | 134.76%-108.0pp | 418.34%-391.6pp | 35.59%-8.9pp |
| Employer contribution / active EE | $6,432 | $3,713+73.2% | $4,933+30.4% | $2,755+133.5% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,320 | $7,941-70.8% | $12,998-82.2% | $6,918-66.5% |