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 | $114,025 | $102,317+11.4% | $146,958-22.4% | $80,856+41.0% |
| Participation rate | 73.7% | 75.8%-2.1pp | 82.2%-8.5pp | 67.6%+6.0pp |
| Annual return | 13.80% | 134.76%-121.0pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,694 | $3,713-27.5% | $4,933-45.4% | $2,755-2.2% |
| Participant deferral / active EE | $5,790 | $6,644-12.9% | $8,070-28.3% | $4,296+34.8% |
| Admin fee / account holder | $13,429 | $7,941+69.1% | $12,998+3.3% | $6,918+94.1% |