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 | $93,507 | $105,998-11.8% | $92,233+1.4% | $147,584-36.6% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 12.00% | 50.05%-38.1pp | 176.28%-164.3pp | 578.55%-566.6pp |
| Employer contribution / active EE | $2,442 | $4,333-43.6% | $3,679-33.6% | $4,876-49.9% |
| Participant deferral / active EE | $6,352 | $4,478+41.9% | $3,897+63.0% | $5,439+16.8% |
| Admin fee / account holder | $2,790 | $6,332-55.9% | $5,194-46.3% | $10,885-74.4% |