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 | $108,336 | $111,724-3.0% | $93,606+15.7% | $145,922-25.8% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.5pp |
| Annual return | 14.34% | 202.98%-188.6pp | 133.20%-118.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $5,050 | $3,090+63.5% | $2,420+108.7% | $4,660+8.4% |
| Participant deferral / active EE | $8,094 | $4,912+64.8% | $4,411+83.5% | $6,688+21.0% |
| Admin fee / account holder | $345 | $10,250-96.6% | $8,285-95.8% | $13,397-97.4% |