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 | $102,234 | $102,966-0.7% | $90,281+13.2% | $152,861-33.1% |
| Participation rate | 90.5% | 75.9%+14.6pp | 73.3%+17.2pp | 82.4%+8.0pp |
| Annual return | 10.64% | 95.16%-84.5pp | 78.10%-67.5pp | 345.32%-334.7pp |
| Employer contribution / active EE | $2,248 | $3,139-28.4% | $2,854-21.2% | $4,762-52.8% |
| Participant deferral / active EE | $10,003 | $4,281+133.6% | $3,885+157.5% | $5,850+71.0% |
| Admin fee / account holder | $12,169 | $6,171+97.2% | $5,351+127.4% | $11,596+4.9% |