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 | $91,847 | $102,317-10.2% | $146,958-37.5% | $80,856+13.6% |
| Participation rate | 87.0% | 75.8%+11.1pp | 82.2%+4.8pp | 67.6%+19.3pp |
| Annual return | 12.14% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,098 | $3,713-43.5% | $4,933-57.5% | $2,755-23.8% |
| Participant deferral / active EE | $6,749 | $6,644+1.6% | $8,070-16.4% | $4,296+57.1% |
| Admin fee / account holder | $20,480 | $7,941+157.9% | $12,998+57.6% | $6,918+196.0% |