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 | $76,103 | $81,632-6.8% | $70,449+8.0% | $158,922-52.1% |
| Participation rate | 93.3% | 77.7%+15.6pp | 75.1%+18.3pp | 82.0%+11.4pp |
| Annual return | 14.14% | 208.40%-194.3pp | 109.03%-94.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $8,362 | $3,217+159.9% | $2,737+205.6% | $4,761+75.6% |
| Participant deferral / active EE | $2,992 | $4,554-34.3% | $3,709-19.3% | $5,982-50.0% |
| Admin fee / account holder | $8,669 | $6,193+40.0% | $3,845+125.5% | $11,246-22.9% |