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 | $104,999 | $105,181-0.2% | $159,436-34.1% | $85,850+22.3% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.8%+15.8pp | 69.3%+29.4pp |
| Annual return | 16.47% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $3,074 | $3,318-7.4% | $4,829-36.4% | $2,565+19.8% |
| Participant deferral / active EE | $7,613 | $5,945+28.1% | $7,352+3.5% | $3,952+92.6% |
| Admin fee / account holder | $5,979 | $6,933-13.8% | $10,799-44.6% | $6,260-4.5% |