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 | $99,818 | $102,317-2.4% | $146,958-32.1% | $80,856+23.5% |
| Participation rate | 95.7% | 75.8%+19.8pp | 82.2%+13.5pp | 67.6%+28.0pp |
| Annual return | 12.31% | 134.76%-122.5pp | 418.34%-406.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $7,300 | $3,713+96.6% | $4,933+48.0% | $2,755+165.0% |
| Participant deferral / active EE | $5,646 | $6,644-15.0% | $8,070-30.0% | $4,296+31.4% |
| Admin fee / account holder | $8,422 | $7,941+6.1% | $12,998-35.2% | $6,918+21.7% |