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 | $83,919 | $98,750-15.0% | $149,696-43.9% | $79,858+5.1% |
| Participation rate | 86.5% | 75.8%+10.8pp | 82.5%+4.1pp | 69.6%+16.9pp |
| Annual return | 16.52% | 27.43%-10.9pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,740 | $3,216-45.9% | $4,644-62.5% | $2,471-29.6% |
| Participant deferral / active EE | $4,423 | $5,680-22.1% | $6,842-35.3% | $3,740+18.3% |
| Admin fee / account holder | $3,879 | $6,053-35.9% | $9,309-58.3% | $5,306-26.9% |