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 | $82,445 | $102,317-19.4% | $146,958-43.9% | $80,856+2.0% |
| Participation rate | 83.6% | 75.8%+7.8pp | 82.2%+1.5pp | 67.6%+16.0pp |
| Annual return | 18.09% | 134.76%-116.7pp | 418.34%-400.3pp | 35.59%-17.5pp |
| Employer contribution / active EE | $3,085 | $3,713-16.9% | $4,933-37.5% | $2,755+12.0% |
| Participant deferral / active EE | $6,047 | $6,644-9.0% | $8,070-25.1% | $4,296+40.8% |
| Admin fee / account holder | $7,215 | $7,941-9.1% | $12,998-44.5% | $6,918+4.3% |