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 | $93,252 | $70,606+32.1% | $53,898+73.0% | $142,382-34.5% |
| Participation rate | 90.9% | 63.7%+27.2pp | 55.0%+35.9pp | 80.1%+10.8pp |
| Annual return | 10.90% | 619.81%-608.9pp | 528.60%-517.7pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,120 | $1,202-6.8% | $932+20.1% | $4,299-74.0% |
| Participant deferral / active EE | $9,704 | $2,364+310.5% | $1,826+431.4% | $6,507+49.1% |
| Admin fee / account holder | $4,791 | $2,852+68.0% | $2,491+92.4% | $12,624-62.0% |