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 | $99,104 | $107,334-7.7% | $92,893+6.7% | $152,861-35.2% |
| Participation rate | 88.2% | 79.8%+8.4pp | 76.0%+12.2pp | 82.4%+5.8pp |
| Annual return | 29.84% | 145.58%-115.7pp | 109.41%-79.6pp | 345.32%-315.5pp |
| Employer contribution / active EE | $2,498 | $4,221-40.8% | $3,653-31.6% | $4,762-47.6% |
| Participant deferral / active EE | $6,000 | $4,845+23.9% | $4,236+41.6% | $5,850+2.6% |
| Admin fee / account holder | $5,110 | $7,079-27.8% | $5,794-11.8% | $11,596-55.9% |