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 | $105,045 | $109,817-4.3% | $98,442+6.7% | $167,490-37.3% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 12.52% | 1956.69%-1944.2pp | 1492.73%-1480.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,446 | $3,224-24.1% | $2,960-17.4% | $4,837-49.4% |
| Participant deferral / active EE | $6,865 | $4,673+46.9% | $4,276+60.5% | $6,341+8.3% |
| Admin fee / account holder | $588 | $6,753-91.3% | $5,949-90.1% | $12,309-95.2% |