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 | $100,013 | $98,750+1.3% | $149,696-33.2% | $79,858+25.2% |
| Participation rate | 94.2% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.6pp |
| Annual return | 17.44% | 27.43%-10.0pp | 276.60%-259.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,148 | $3,216-2.1% | $4,644-32.2% | $2,471+27.4% |
| Participant deferral / active EE | $7,665 | $5,680+34.9% | $6,842+12.0% | $3,740+104.9% |
| Admin fee / account holder | $5,455 | $6,053-9.9% | $9,309-41.4% | $5,306+2.8% |