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 | $81,236 | $90,600-10.3% | $79,464+2.2% | $135,375-40.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 8.66% | 977.43%-968.8pp | 718.14%-709.5pp | 519.73%-511.1pp |
| Employer contribution / active EE | $3,514 | $3,068+14.5% | $2,800+25.5% | $4,779-26.5% |
| Participant deferral / active EE | $10,128 | $4,050+150.1% | $3,704+173.4% | $5,609+80.6% |
| Admin fee / account holder | $178,735 | $5,907+2925.9% | $5,113+3395.7% | $10,827+1550.8% |