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 | $86,415 | $102,317-15.5% | $146,958-41.2% | $80,856+6.9% |
| Participation rate | 86.7% | 75.8%+10.8pp | 82.2%+4.5pp | 67.6%+19.0pp |
| Annual return | 12.82% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,717 | $3,713-26.8% | $4,933-44.9% | $2,755-1.4% |
| Participant deferral / active EE | $5,006 | $6,644-24.7% | $8,070-38.0% | $4,296+16.5% |
| Admin fee / account holder | $5,681 | $7,941-28.5% | $12,998-56.3% | $6,918-17.9% |