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 | $75,977 | $96,635-21.4% | $86,612-12.3% | $139,434-45.5% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 22.77% | 106.41%-83.6pp | 591.07%-568.3pp | 372.94%-350.2pp |
| Employer contribution / active EE | $4,717 | $3,263+44.6% | $3,022+56.1% | $4,751-0.7% |
| Participant deferral / active EE | $9,700 | $4,836+100.6% | $4,438+118.6% | $6,710+44.6% |
| Admin fee / account holder | $310 | $6,408-95.2% | $5,614-94.5% | $11,403-97.3% |