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 | $100,875 | $98,750+2.2% | $149,696-32.6% | $79,858+26.3% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.5%-10.5pp | 69.6%+2.4pp |
| Annual return | 19.38% | 27.43%-8.0pp | 276.60%-257.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $3,408 | $3,216+5.9% | $4,644-26.6% | $2,471+37.9% |
| Participant deferral / active EE | $6,752 | $5,680+18.9% | $6,842-1.3% | $3,740+80.5% |
| Admin fee / account holder | $859 | $6,053-85.8% | $9,309-90.8% | $5,306-83.8% |