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 | $82,512 | $102,317-19.4% | $146,958-43.9% | $80,856+2.0% |
| Participation rate | 79.2% | 75.8%+3.4pp | 82.2%-2.9pp | 67.6%+11.6pp |
| Annual return | 14.94% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,823 | $3,713-50.9% | $4,933-63.1% | $2,755-33.8% |
| Participant deferral / active EE | $7,807 | $6,644+17.5% | $8,070-3.3% | $4,296+81.7% |
| Admin fee / account holder | $10,521 | $7,941+32.5% | $12,998-19.1% | $6,918+52.1% |