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 | $90,838 | $102,317-11.2% | $146,958-38.2% | $80,856+12.3% |
| Participation rate | 89.2% | 75.8%+13.3pp | 82.2%+7.0pp | 67.6%+21.5pp |
| Annual return | 16.84% | 134.76%-117.9pp | 418.34%-401.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $4,767 | $3,713+28.4% | $4,933-3.4% | $2,755+73.0% |
| Participant deferral / active EE | $10,626 | $6,644+59.9% | $8,070+31.7% | $4,296+147.3% |
| Admin fee / account holder | $7,157 | $7,941-9.9% | $12,998-44.9% | $6,918+3.5% |