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 | $92,060 | $100,852-8.7% | $90,404+1.8% | $158,922-42.1% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 7.81% | 1724.20%-1716.4pp | 1293.02%-1285.2pp | 302.83%-295.0pp |
| Employer contribution / active EE | $7,459 | $3,689+102.2% | $3,262+128.7% | $4,761+56.7% |
| Participant deferral / active EE | $2,797 | $4,348-35.7% | $3,963-29.4% | $5,982-53.2% |
| Admin fee / account holder | $27,414 | $6,501+321.7% | $5,611+388.6% | $11,246+143.8% |