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 | $103,063 | $102,966+0.1% | $90,281+14.2% | $152,861-32.6% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.4%+12.0pp |
| Annual return | 18.68% | 95.16%-76.5pp | 78.10%-59.4pp | 345.32%-326.6pp |
| Employer contribution / active EE | $3,574 | $3,139+13.9% | $2,854+25.2% | $4,762-24.9% |
| Participant deferral / active EE | $8,788 | $4,281+105.2% | $3,885+126.2% | $5,850+50.2% |
| Admin fee / account holder | $1,090 | $6,171-82.3% | $5,351-79.6% | $11,596-90.6% |