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 | $92,777 | $100,852-8.0% | $90,404+2.6% | $158,922-41.6% |
| Participation rate | 87.0% | 75.0%+11.9pp | 72.7%+14.3pp | 82.0%+5.0pp |
| Annual return | 16.53% | 1724.20%-1707.7pp | 1293.02%-1276.5pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,363 | $3,689-35.9% | $3,262-27.6% | $4,761-50.4% |
| Participant deferral / active EE | $4,310 | $4,348-0.9% | $3,963+8.7% | $5,982-28.0% |
| Admin fee / account holder | $5,957 | $6,501-8.4% | $5,611+6.2% | $11,246-47.0% |