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 | $89,480 | $102,317-12.5% | $146,958-39.1% | $80,856+10.7% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.2%+12.6pp | 67.6%+27.1pp |
| Annual return | 14.49% | 134.76%-120.3pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $5,019 | $3,713+35.2% | $4,933+1.7% | $2,755+82.2% |
| Participant deferral / active EE | $4,826 | $6,644-27.4% | $8,070-40.2% | $4,296+12.3% |
| Admin fee / account holder | $543 | $7,941-93.2% | $12,998-95.8% | $6,918-92.2% |