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 | $107,466 | $100,852+6.6% | $90,404+18.9% | $158,922-32.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 10.28% | 1724.20%-1713.9pp | 1293.02%-1282.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,500 | $3,689-59.3% | $3,262-54.0% | $4,761-68.5% |
| Participant deferral / active EE | $3,035 | $4,348-30.2% | $3,963-23.4% | $5,982-49.3% |
| Admin fee / account holder | $15,180 | $6,501+133.5% | $5,611+170.5% | $11,246+35.0% |