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 | $128,756 | $137,414-6.3% | $189,513-32.1% | $85,850+50.0% |
| Participation rate | 70.3% | 84.6%-14.3pp | 87.8%-17.5pp | 69.3%+1.0pp |
| Annual return | 14.09% | 38.14%-24.0pp | 555.15%-541.1pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,553 | $4,344-64.3% | $6,162-74.8% | $2,565-39.5% |
| Participant deferral / active EE | $4,313 | $6,260-31.1% | $8,221-47.5% | $3,952+9.1% |
| Admin fee / account holder | $3,250 | $8,630-62.3% | $12,045-73.0% | $6,260-48.1% |