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 | $64,237 | $102,382-37.3% | $147,005-56.3% | $80,874-20.6% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 14.93% | 134.89%-120.0pp | 418.76%-403.8pp | 35.62%-20.7pp |
| Employer contribution / active EE | $2,108 | $3,715-43.2% | $4,934-57.3% | $2,756-23.5% |
| Participant deferral / active EE | $7,963 | $6,646+19.8% | $8,070-1.3% | $4,297+85.3% |
| Admin fee / account holder | $8,410 | $7,942+5.9% | $13,006-35.3% | $6,935+21.3% |