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 | $99,549 | $72,400+37.5% | $67,502+47.5% | $145,922-31.8% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 19.27% | 7182.46%-7163.2pp | 3512.12%-3492.9pp | 561.29%-542.0pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,765 | $4,783-0.4% | $4,000+19.1% | $6,688-28.7% |
| Admin fee / account holder | $7,962 | $5,539+43.7% | $3,998+99.2% | $13,397-40.6% |