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 | $98,611 | $102,604-3.9% | $86,188+14.4% | $139,434-29.3% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 13.25% | 1922.51%-1909.3pp | 1168.45%-1155.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,697 | $3,032-44.0% | $2,380-28.7% | $4,751-64.3% |
| Participant deferral / active EE | $4,999 | $4,676+6.9% | $3,985+25.4% | $6,710-25.5% |
| Admin fee / account holder | $1,800 | $8,657-79.2% | $6,852-73.7% | $11,403-84.2% |