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 | $103,310 | $121,625-15.1% | $104,607-1.2% | $158,922-35.0% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 4.97% | 465.26%-460.3pp | 340.46%-335.5pp | 302.83%-297.9pp |
| Employer contribution / active EE | $1,320 | $3,163-58.3% | $2,681-50.7% | $4,761-72.3% |
| Participant deferral / active EE | $883 | $4,177-78.9% | $3,740-76.4% | $5,982-85.2% |
| Admin fee / account holder | $927 | $7,787-88.1% | $6,473-85.7% | $11,246-91.8% |