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 | $99,108 | $90,348+9.7% | $75,972+30.5% | $145,922-32.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 15.35% | 620.88%-605.5pp | 359.55%-344.2pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,515 | $3,311-54.2% | $2,685-43.6% | $4,660-67.5% |
| Participant deferral / active EE | $2,583 | $5,162-50.0% | $4,255-39.3% | $6,688-61.4% |
| Admin fee / account holder | $2,591 | $8,467-69.4% | $6,467-59.9% | $13,397-80.7% |