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 | $107,274 | $111,724-4.0% | $93,606+14.6% | $145,922-26.5% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.5pp |
| Annual return | 12.93% | 202.98%-190.1pp | 133.20%-120.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $5,554 | $3,090+79.8% | $2,420+129.5% | $4,660+19.2% |
| Participant deferral / active EE | $3,932 | $4,912-19.9% | $4,411-10.9% | $6,688-41.2% |
| Admin fee / account holder | $1,995 | $10,250-80.5% | $8,285-75.9% | $13,397-85.1% |