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 | $95,217 | $99,079-3.9% | $77,999+22.1% | $273,961-65.2% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.5%+17.8pp | 83.0%+10.3pp |
| Annual return | 8.09% | 217.93%-209.8pp | 425.96%-417.9pp | 41.45%-33.4pp |
| Employer contribution / active EE | $3,151 | $3,308-4.7% | $2,470+27.6% | $4,869-35.3% |
| Participant deferral / active EE | $7,595 | $4,306+76.4% | $3,497+117.2% | $5,287+43.7% |
| Admin fee / account holder | $826 | $8,954-90.8% | $5,480-84.9% | $10,132-91.9% |