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 | $101,282 | $105,181-3.7% | $159,436-36.5% | $85,850+18.0% |
| Participation rate | 94.9% | 75.8%+19.2pp | 82.8%+12.1pp | 69.3%+25.6pp |
| Annual return | 16.76% | 45.07%-28.3pp | 263.57%-246.8pp | 318.53%-301.8pp |
| Employer contribution / active EE | $3,743 | $3,318+12.8% | $4,829-22.5% | $2,565+45.9% |
| Participant deferral / active EE | $9,349 | $5,945+57.3% | $7,352+27.2% | $3,952+136.6% |
| Admin fee / account holder | $8,439 | $6,933+21.7% | $10,799-21.9% | $6,260+34.8% |