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 | $97,713 | $100,852-3.1% | $90,404+8.1% | $158,922-38.5% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 12.59% | 1724.20%-1711.6pp | 1293.02%-1280.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,386 | $3,689-35.3% | $3,262-26.9% | $4,761-49.9% |
| Participant deferral / active EE | $6,139 | $4,348+41.2% | $3,963+54.9% | $5,982+2.6% |
| Admin fee / account holder | $19,359 | $6,501+197.8% | $5,611+245.0% | $11,246+72.1% |