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 | $98,819 | $102,317-3.4% | $146,958-32.8% | $80,856+22.2% |
| Participation rate | 77.3% | 75.8%+1.4pp | 82.2%-4.9pp | 67.6%+9.6pp |
| Annual return | 22.52% | 134.76%-112.2pp | 418.34%-395.8pp | 35.59%-13.1pp |
| Employer contribution / active EE | $4,383 | $3,713+18.0% | $4,933-11.1% | $2,755+59.1% |
| Participant deferral / active EE | $9,115 | $6,644+37.2% | $8,070+13.0% | $4,296+112.2% |
| Admin fee / account holder | $11,756 | $7,941+48.0% | $12,998-9.6% | $6,918+69.9% |