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 | $94,374 | $102,317-7.8% | $146,958-35.8% | $80,856+16.7% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 12.62% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $4,372 | $3,713+17.7% | $4,933-11.4% | $2,755+58.7% |
| Participant deferral / active EE | $11,046 | $6,644+66.3% | $8,070+36.9% | $4,296+157.1% |
| Admin fee / account holder | $916 | $7,941-88.5% | $12,998-93.0% | $6,918-86.8% |