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 | $102,893 | $105,181-2.2% | $159,436-35.5% | $85,850+19.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.8%+6.1pp | 69.3%+19.6pp |
| Annual return | 16.67% | 45.07%-28.4pp | 263.57%-246.9pp | 318.53%-301.9pp |
| Employer contribution / active EE | $4,526 | $3,318+36.4% | $4,829-6.3% | $2,565+76.4% |
| Participant deferral / active EE | $11,860 | $5,945+99.5% | $7,352+61.3% | $3,952+200.1% |
| Admin fee / account holder | $11,764 | $6,933+69.7% | $10,799+8.9% | $6,260+87.9% |