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 | $90,416 | $83,902+7.8% | $167,512-46.0% | $84,808+6.6% |
| Participation rate | 88.9% | 66.5%+22.4pp | 77.1%+11.8pp | 68.3%+20.6pp |
| Annual return | 16.44% | 91.55%-75.1pp | 1615.79%-1599.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,199 | $2,264+41.3% | $3,882-17.6% | $2,631+21.6% |
| Participant deferral / active EE | $4,553 | $4,442+2.5% | $6,405-28.9% | $4,212+8.1% |
| Admin fee / account holder | $1,273 | $7,915-83.9% | $9,769-87.0% | $7,344-82.7% |