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 | $95,343 | $137,414-30.6% | $189,513-49.7% | $85,850+11.1% |
| Participation rate | 81.9% | 84.6%-2.7pp | 87.8%-5.9pp | 69.3%+12.6pp |
| Annual return | 26.14% | 38.14%-12.0pp | 555.15%-529.0pp | 318.53%-292.4pp |
| Employer contribution / active EE | $6,803 | $4,344+56.6% | $6,162+10.4% | $2,565+165.2% |
| Participant deferral / active EE | $14,271 | $6,260+128.0% | $8,221+73.6% | $3,952+261.1% |
| Admin fee / account holder | $7,424 | $8,630-14.0% | $12,045-38.4% | $6,260+18.6% |