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 | $111,677 | $137,414-18.7% | $189,513-41.1% | $85,850+30.1% |
| Participation rate | 94.9% | 84.6%+10.3pp | 87.8%+7.1pp | 69.3%+25.6pp |
| Annual return | 16.73% | 38.14%-21.4pp | 555.15%-538.4pp | 318.53%-301.8pp |
| Employer contribution / active EE | $7,502 | $4,344+72.7% | $6,162+21.7% | $2,565+192.4% |
| Participant deferral / active EE | $6,039 | $6,260-3.5% | $8,221-26.5% | $3,952+52.8% |
| Admin fee / account holder | $7,988 | $8,630-7.4% | $12,045-33.7% | $6,260+27.6% |