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 | $99,396 | $114,047-12.8% | $96,139+3.4% | $167,490-40.7% |
| Participation rate | 81.8% | 75.1%+6.8pp | 68.4%+13.4pp | 82.1%-0.3pp |
| Annual return | 15.97% | 189.88%-173.9pp | 191.94%-176.0pp | 478.56%-462.6pp |
| Employer contribution / active EE | $3,919 | $3,427+14.4% | $2,797+40.1% | $4,837-19.0% |
| Participant deferral / active EE | $9,008 | $5,194+73.5% | $4,349+107.1% | $6,341+42.1% |
| Admin fee / account holder | $36,509 | $6,897+429.4% | $5,537+559.4% | $12,309+196.6% |