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 | $115,636 | $118,849-2.7% | $96,562+19.8% | $167,490-31.0% |
| Participation rate | 95.8% | 75.5%+20.4pp | 69.8%+26.0pp | 82.1%+13.7pp |
| Annual return | 42.65% | 50.49%-7.8pp | 37.78%+4.9pp | 478.56%-435.9pp |
| Employer contribution / active EE | $1,895 | $3,120-39.3% | $2,356-19.6% | $4,837-60.8% |
| Participant deferral / active EE | $5,029 | $4,616+9.0% | $3,849+30.7% | $6,341-20.7% |
| Admin fee / account holder | $18,492 | $8,065+129.3% | $6,181+199.2% | $12,309+50.2% |