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 | $98,125 | $111,754-12.2% | $103,333-5.0% | $145,922-32.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 10.84% | 24.77%-13.9pp | 24.88%-14.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,884 | $4,212-31.5% | $3,868-25.4% | $4,660-38.1% |
| Participant deferral / active EE | $4,355 | $5,619-22.5% | $5,057-13.9% | $6,688-34.9% |
| Admin fee / account holder | $13,423 | $9,750+37.7% | $8,355+60.7% | $13,397+0.2% |