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 | $100,472 | $98,750+1.7% | $149,696-32.9% | $79,858+25.8% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.5%-8.3pp | 69.6%+4.6pp |
| Annual return | 27.56% | 27.43%+0.1pp | 276.60%-249.0pp | 31.71%-4.2pp |
| Employer contribution / active EE | $2,959 | $3,216-8.0% | $4,644-36.3% | $2,471+19.7% |
| Participant deferral / active EE | $7,932 | $5,680+39.6% | $6,842+15.9% | $3,740+112.1% |
| Admin fee / account holder | $1,963 | $6,053-67.6% | $9,309-78.9% | $5,306-63.0% |