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 | $73,912 | $49,173+50.3% | $121,098-39.0% | $75,163-1.7% |
| Participation rate | 92.3% | 55.4%+36.9pp | 69.5%+22.8pp | 67.2%+25.1pp |
| Annual return | 15.70% | 55.99%-40.3pp | 985.75%-970.1pp | 160.62%-144.9pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,914 | $2,628+201.2% | $4,080+94.0% | $4,125+91.9% |
| Admin fee / account holder | $4,171 | $3,942+5.8% | $5,644-26.1% | $5,651-26.2% |