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 | $80,415 | $102,317-21.4% | $146,958-45.3% | $80,856-0.5% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.2%+2.1pp | 67.6%+16.6pp |
| Annual return | 13.97% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,218 | $3,713-40.3% | $4,933-55.0% | $2,755-19.5% |
| Participant deferral / active EE | $6,411 | $6,644-3.5% | $8,070-20.6% | $4,296+49.2% |
| Admin fee / account holder | $3,213 | $7,941-59.5% | $12,998-75.3% | $6,918-53.6% |