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 | $94,308 | $105,998-11.0% | $92,233+2.2% | $147,584-36.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 33.98% | 50.05%-16.1pp | 176.28%-142.3pp | 578.55%-544.6pp |
| Employer contribution / active EE | $2,228 | $4,333-48.6% | $3,679-39.4% | $4,876-54.3% |
| Participant deferral / active EE | $5,430 | $4,478+21.3% | $3,897+39.4% | $5,439-0.2% |
| Admin fee / account holder | $981 | $6,332-84.5% | $5,194-81.1% | $10,885-91.0% |