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 | $89,306 | $89,753-0.5% | $107,525-16.9% | $84,808+5.3% |
| Participation rate | 90.9% | 68.1%+22.8pp | 75.1%+15.8pp | 68.3%+22.6pp |
| Annual return | 16.38% | 29.48%-13.1pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $15,970 | $3,113+412.9% | $3,754+325.5% | $2,631+507.0% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $9,274 | $7,222+28.4% | $8,919+4.0% | $7,344+26.3% |