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 7-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 | $93,024 | $90,348+3.0% | $75,972+22.4% | $145,922-36.3% |
| Participation rate | 90.9% | 74.5%+16.5pp | 69.1%+21.9pp | 80.3%+10.6pp |
| Annual return | 18.04% | 620.88%-602.8pp | 359.55%-341.5pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,073 | $3,311-67.6% | $2,685-60.0% | $4,660-77.0% |
| Participant deferral / active EE | $5,947 | $5,162+15.2% | $4,255+39.7% | $6,688-11.1% |
| Admin fee / account holder | $13,840 | $8,467+63.5% | $6,467+114.0% | $13,397+3.3% |