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 | $91,709 | $126,574-27.5% | $106,213-13.7% | $145,922-37.2% |
| Participation rate | 90.0% | 77.6%+12.4pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 9.58% | 224.79%-215.2pp | 116.14%-106.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $4,500 | $3,730+20.6% | $3,171+41.9% | $4,660-3.4% |
| Participant deferral / active EE | $6,900 | $5,724+20.6% | $5,016+37.6% | $6,688+3.2% |
| Admin fee / account holder | $10,506 | $17,304-39.3% | $11,033-4.8% | $13,397-21.6% |