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 | $98,473 | $101,317-2.8% | $146,958-33.0% | $74,495+32.2% |
| Participation rate | 72.5% | 75.5%-3.0pp | 82.2%-9.6pp | 67.2%+5.3pp |
| Annual return | 12.93% | 8730.91%-8718.0pp | 418.34%-405.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,580 | $3,810-58.5% | $4,933-68.0% | $2,623-39.7% |
| Participant deferral / active EE | $4,725 | $7,303-35.3% | $8,070-41.5% | $4,346+8.7% |
| Admin fee / account holder | $19,202 | $1,739+1004.3% | $12,998+47.7% | $1,942+888.9% |