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 | $95,044 | $102,966-7.7% | $90,281+5.3% | $152,861-37.8% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 22.36% | 95.16%-72.8pp | 78.10%-55.7pp | 345.32%-323.0pp |
| Employer contribution / active EE | $5,648 | $3,139+79.9% | $2,854+97.9% | $4,762+18.6% |
| Participant deferral / active EE | $5,683 | $4,281+32.7% | $3,885+46.3% | $5,850-2.9% |
| Admin fee / account holder | $678 | $6,171-89.0% | $5,351-87.3% | $11,596-94.2% |