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 | $91,001 | $105,181-13.5% | $159,436-42.9% | $85,850+6.0% |
| Participation rate | 72.7% | 75.8%-3.0pp | 82.8%-10.1pp | 69.3%+3.4pp |
| Annual return | 19.44% | 45.07%-25.6pp | 263.57%-244.1pp | 318.53%-299.1pp |
| Employer contribution / active EE | $3,084 | $3,318-7.1% | $4,829-36.1% | $2,565+20.2% |
| Participant deferral / active EE | $7,213 | $5,945+21.3% | $7,352-1.9% | $3,952+82.5% |
| Admin fee / account holder | $6,117 | $6,933-11.8% | $10,799-43.4% | $6,260-2.3% |