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 | $87,764 | $102,317-14.2% | $146,958-40.3% | $80,856+8.5% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 13.20% | 134.76%-121.6pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,305 | $3,713-64.9% | $4,933-73.5% | $2,755-52.6% |
| Participant deferral / active EE | $6,788 | $6,644+2.2% | $8,070-15.9% | $4,296+58.0% |
| Admin fee / account holder | $6,968 | $7,941-12.3% | $12,998-46.4% | $6,918+0.7% |