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 | $89,936 | $102,317-12.1% | $146,958-38.8% | $80,856+11.2% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.2%+11.6pp | 67.6%+26.1pp |
| Annual return | 22.34% | 134.76%-112.4pp | 418.34%-396.0pp | 35.59%-13.3pp |
| Employer contribution / active EE | $4,628 | $3,713+24.6% | $4,933-6.2% | $2,755+68.0% |
| Participant deferral / active EE | $11,382 | $6,644+71.3% | $8,070+41.0% | $4,296+165.0% |
| Admin fee / account holder | $538 | $7,941-93.2% | $12,998-95.9% | $6,918-92.2% |