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 | $90,423 | $90,600-0.2% | $79,464+13.8% | $135,375-33.2% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -2.46% | 977.43%-979.9pp | 718.14%-720.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $3,423 | $3,068+11.6% | $2,800+22.2% | $4,779-28.4% |
| Participant deferral / active EE | $8,819 | $4,050+117.7% | $3,704+138.1% | $5,609+57.2% |
| Admin fee / account holder | $7,685 | $5,907+30.1% | $5,113+50.3% | $10,827-29.0% |