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 | $89,403 | $83,902+6.6% | $167,512-46.6% | $84,808+5.4% |
| Participation rate | 88.9% | 66.5%+22.4pp | 77.1%+11.8pp | 68.3%+20.6pp |
| Annual return | 16.42% | 91.55%-75.1pp | 1615.79%-1599.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,194 | $2,264+129.4% | $3,882+33.8% | $2,631+97.4% |
| Participant deferral / active EE | $7,406 | $4,442+66.7% | $6,405+15.6% | $4,212+75.9% |
| Admin fee / account holder | $2,176 | $7,915-72.5% | $9,769-77.7% | $7,344-70.4% |