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 | $102,636 | $95,416+7.6% | $185,823-44.8% | $85,850+19.6% |
| Participation rate | 87.2% | 68.8%+18.4pp | 81.7%+5.5pp | 69.3%+17.9pp |
| Annual return | 15.59% | 23.59%-8.0pp | 122.05%-106.5pp | 318.53%-302.9pp |
| Employer contribution / active EE | $3,648 | $3,314+10.1% | $5,167-29.4% | $2,565+42.2% |
| Participant deferral / active EE | $3,843 | $3,423+12.3% | $5,568-31.0% | $3,952-2.7% |
| Admin fee / account holder | $6,134 | $7,213-15.0% | $16,237-62.2% | $6,260-2.0% |