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 | $95,670 | $137,414-30.4% | $189,513-49.5% | $85,850+11.4% |
| Participation rate | 88.9% | 84.6%+4.3pp | 87.8%+1.1pp | 69.3%+19.6pp |
| Annual return | 17.16% | 38.14%-21.0pp | 555.15%-538.0pp | 318.53%-301.4pp |
| Employer contribution / active EE | $1,459 | $4,344-66.4% | $6,162-76.3% | $2,565-43.1% |
| Participant deferral / active EE | $5,601 | $6,260-10.5% | $8,221-31.9% | $3,952+41.7% |
| Admin fee / account holder | $2,715 | $8,630-68.5% | $12,045-77.5% | $6,260-56.6% |