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 | $70,176 | $65,409+7.3% | $98,442-28.7% | $85,850-18.3% |
| Participation rate | 78.3% | 65.0%+13.3pp | 73.3%+4.9pp | 69.3%+8.9pp |
| Annual return | 16.99% | 21.76%-4.8pp | 1492.73%-1475.7pp | 318.53%-301.5pp |
| Employer contribution / active EE | $3,093 | $2,168+42.7% | $2,960+4.5% | $2,565+20.6% |
| Participant deferral / active EE | $4,057 | $3,166+28.1% | $4,276-5.1% | $3,952+2.7% |
| Admin fee / account holder | $11,340 | $4,593+146.9% | $5,949+90.6% | $6,260+81.2% |