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 | $97,902 | $72,400+35.2% | $67,502+45.0% | $145,922-32.9% |
| Participation rate | 84.2% | 76.9%+7.4pp | 72.9%+11.3pp | 80.3%+3.9pp |
| Annual return | 16.11% | 7182.46%-7166.4pp | 3512.12%-3496.0pp | 561.29%-545.2pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,612 | $4,783-66.3% | $4,000-59.7% | $6,688-75.9% |
| Admin fee / account holder | $4,145 | $5,539-25.2% | $3,998+3.7% | $13,397-69.1% |