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 | $91,473 | $102,966-11.2% | $90,281+1.3% | $152,861-40.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 22.38% | 95.16%-72.8pp | 78.10%-55.7pp | 345.32%-322.9pp |
| Employer contribution / active EE | $4,301 | $3,139+37.0% | $2,854+50.7% | $4,762-9.7% |
| Participant deferral / active EE | $3,614 | $4,281-15.6% | $3,885-7.0% | $5,850-38.2% |
| Admin fee / account holder | $2,089 | $6,171-66.1% | $5,351-61.0% | $11,596-82.0% |