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 | $73,001 | $74,888-2.5% | $71,209+2.5% | $142,382-48.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 15.01% | 345.14%-330.1pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,655 | $2,854-7.0% | $2,721-2.4% | $4,299-38.3% |
| Participant deferral / active EE | $5,389 | $4,454+21.0% | $4,175+29.1% | $6,507-17.2% |
| Admin fee / account holder | $4,201 | $5,568-24.6% | $5,349-21.5% | $12,624-66.7% |