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 | $91,088 | $102,966-11.5% | $90,281+0.9% | $152,861-40.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 15.95% | 95.16%-79.2pp | 78.10%-62.1pp | 345.32%-329.4pp |
| Employer contribution / active EE | $2,080 | $3,139-33.7% | $2,854-27.1% | $4,762-56.3% |
| Participant deferral / active EE | $5,000 | $4,281+16.8% | $3,885+28.7% | $5,850-14.5% |
| Admin fee / account holder | $4,946 | $6,171-19.9% | $5,351-7.6% | $11,596-57.4% |