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 | $74,144 | $70,587+5.0% | $124,672-40.5% | $85,850-13.6% |
| Participation rate | 89.7% | 64.4%+25.2pp | 74.6%+15.0pp | 69.3%+20.3pp |
| Annual return | 14.52% | 20688.83%-20674.3pp | 5142.93%-5128.4pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,371 | $1,913+23.9% | $3,324-28.7% | $2,565-7.6% |
| Participant deferral / active EE | $4,940 | $2,969+66.4% | $4,614+7.1% | $3,952+25.0% |
| Admin fee / account holder | $901 | $5,282-82.9% | $7,493-88.0% | $6,260-85.6% |