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 | $83,018 | $102,317-18.9% | $146,958-43.5% | $80,856+2.7% |
| Participation rate | 80.7% | 75.8%+4.9pp | 82.2%-1.5pp | 67.6%+13.1pp |
| Annual return | 14.55% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $4,148 | $3,713+11.7% | $4,933-15.9% | $2,755+50.6% |
| Participant deferral / active EE | $10,221 | $6,644+53.8% | $8,070+26.7% | $4,296+137.9% |
| Admin fee / account holder | $3,404 | $7,941-57.1% | $12,998-73.8% | $6,918-50.8% |