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 | $91,715 | $112,096-18.2% | $95,952-4.4% | $158,922-42.3% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 13.16% | 171.09%-157.9pp | 91.61%-78.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,631 | $3,198-49.0% | $2,541-35.8% | $4,761-65.7% |
| Participant deferral / active EE | $7,953 | $4,784+66.2% | $4,167+90.9% | $5,982+32.9% |
| Admin fee / account holder | $588 | $10,130-94.2% | $6,795-91.3% | $11,246-94.8% |