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 | $59,670 | $70,606-15.5% | $53,898+10.7% | $142,382-58.1% |
| Participation rate | 90.0% | 63.7%+26.3pp | 55.0%+35.0pp | 80.1%+9.9pp |
| Annual return | 14.05% | 619.81%-605.8pp | 528.60%-514.6pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,000 | $1,202+66.4% | $932+114.6% | $4,299-53.5% |
| Participant deferral / active EE | $6,268 | $2,364+165.1% | $1,826+243.2% | $6,507-3.7% |
| Admin fee / account holder | $663 | $2,852-76.8% | $2,491-73.4% | $12,624-94.7% |