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 | $72,137 | $105,181-31.4% | $159,436-54.8% | $85,850-16.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 17.69% | 45.07%-27.4pp | 263.57%-245.9pp | 318.53%-300.8pp |
| Employer contribution / active EE | $2,775 | $3,318-16.4% | $4,829-42.5% | $2,565+8.2% |
| Participant deferral / active EE | $6,643 | $5,945+11.7% | $7,352-9.6% | $3,952+68.1% |
| Admin fee / account holder | $6,883 | $6,933-0.7% | $10,799-36.3% | $6,260+9.9% |