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 | $82,822 | $105,181-21.3% | $159,436-48.1% | $85,850-3.5% |
| Participation rate | 80.9% | 75.8%+5.1pp | 82.8%-2.0pp | 69.3%+11.5pp |
| Annual return | 20.52% | 45.07%-24.6pp | 263.57%-243.0pp | 318.53%-298.0pp |
| Employer contribution / active EE | $3,207 | $3,318-3.3% | $4,829-33.6% | $2,565+25.0% |
| Participant deferral / active EE | $5,375 | $5,945-9.6% | $7,352-26.9% | $3,952+36.0% |
| Admin fee / account holder | $8,953 | $6,933+29.1% | $10,799-17.1% | $6,260+43.0% |