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 | $96,074 | $102,317-6.1% | $146,958-34.6% | $80,856+18.8% |
| Participation rate | 85.5% | 75.8%+9.6pp | 82.2%+3.3pp | 67.6%+17.8pp |
| Annual return | 15.52% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $7,310 | $3,713+96.9% | $4,933+48.2% | $2,755+165.4% |
| Participant deferral / active EE | $15,849 | $6,644+138.6% | $8,070+96.4% | $4,296+268.9% |
| Admin fee / account holder | $5,154 | $7,941-35.1% | $12,998-60.3% | $6,918-25.5% |