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 | $100,937 | $109,982-8.2% | $97,226+3.8% | $145,922-30.8% |
| Participation rate | 77.8% | 75.9%+1.8pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 11.45% | 242.90%-231.5pp | 75.13%-63.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,083 | $3,084-32.5% | $2,729-23.7% | $4,660-55.3% |
| Participant deferral / active EE | $5,434 | $4,676+16.2% | $4,264+27.5% | $6,688-18.7% |
| Admin fee / account holder | $7,640 | $6,221+22.8% | $5,654+35.1% | $13,397-43.0% |