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 | $105,292 | $105,181+0.1% | $159,436-34.0% | $85,850+22.6% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.8%-6.2pp | 69.3%+7.4pp |
| Annual return | 13.45% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $3,112 | $3,318-6.2% | $4,829-35.6% | $2,565+21.3% |
| Participant deferral / active EE | $6,351 | $5,945+6.8% | $7,352-13.6% | $3,952+60.7% |
| Admin fee / account holder | $5,843 | $6,933-15.7% | $10,799-45.9% | $6,260-6.7% |