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 | $99,815 | $118,849-16.0% | $96,562+3.4% | $167,490-40.4% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.8%+22.5pp | 82.1%+10.2pp |
| Annual return | 25.87% | 50.49%-24.6pp | 37.78%-11.9pp | 478.56%-452.7pp |
| Employer contribution / active EE | $3,213 | $3,120+3.0% | $2,356+36.4% | $4,837-33.6% |
| Participant deferral / active EE | $4,962 | $4,616+7.5% | $3,849+28.9% | $6,341-21.8% |
| Admin fee / account holder | $5,275 | $8,065-34.6% | $6,181-14.7% | $12,309-57.1% |