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 | $94,981 | $100,041-5.1% | $149,718-36.6% | $70,131+35.4% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.1%+9.6pp | 69.5%+27.1pp |
| Annual return | 16.67% | 27.43%-10.8pp | 1501.63%-1485.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,171 | $3,662-40.7% | $5,445-60.1% | $2,342-7.3% |
| Participant deferral / active EE | $3,227 | $4,983-35.2% | $6,569-50.9% | $3,332-3.1% |
| Admin fee / account holder | $3,364 | $8,286-59.4% | $11,283-70.2% | $4,645-27.6% |