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 | $90,373 | $114,047-20.8% | $96,139-6.0% | $167,490-46.0% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 15.61% | 189.88%-174.3pp | 191.94%-176.3pp | 478.56%-463.0pp |
| Employer contribution / active EE | $4,908 | $3,427+43.2% | $2,797+75.5% | $4,837+1.5% |
| Participant deferral / active EE | $9,049 | $5,194+74.2% | $4,349+108.1% | $6,341+42.7% |
| Admin fee / account holder | $588 | $6,897-91.5% | $5,537-89.4% | $12,309-95.2% |