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 | $99,834 | $109,817-9.1% | $98,442+1.4% | $167,490-40.4% |
| Participation rate | 85.0% | 75.8%+9.2pp | 73.3%+11.7pp | 82.1%+2.9pp |
| Annual return | 12.43% | 1956.69%-1944.3pp | 1492.73%-1480.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,059 | $3,224-36.1% | $2,960-30.4% | $4,837-57.4% |
| Participant deferral / active EE | $5,228 | $4,673+11.9% | $4,276+22.2% | $6,341-17.6% |
| Admin fee / account holder | $1,412 | $6,753-79.1% | $5,949-76.3% | $12,309-88.5% |