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 | $74,601 | $102,382-27.1% | $147,005-49.3% | $80,874-7.8% |
| Participation rate | 95.2% | 75.8%+19.3pp | 82.2%+13.0pp | 67.6%+27.5pp |
| Annual return | 14.13% | 134.89%-120.8pp | 418.76%-404.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $3,870 | $3,715+4.2% | $4,934-21.6% | $2,756+40.4% |
| Participant deferral / active EE | $10,171 | $6,646+53.0% | $8,070+26.0% | $4,297+136.7% |
| Admin fee / account holder | $33,451 | $7,942+321.2% | $13,006+157.2% | $6,935+382.3% |