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 | $100,455 | $105,181-4.5% | $159,436-37.0% | $85,850+17.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.8%-7.8pp | 69.3%+5.7pp |
| Annual return | 14.15% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,228 | $3,318-63.0% | $4,829-74.6% | $2,565-52.1% |
| Participant deferral / active EE | $3,248 | $5,945-45.4% | $7,352-55.8% | $3,952-17.8% |
| Admin fee / account holder | $3,635 | $6,933-47.6% | $10,799-66.3% | $6,260-41.9% |