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 | $114,395 | $137,414-16.8% | $189,513-39.6% | $85,850+33.3% |
| Participation rate | 91.3% | 84.6%+6.7pp | 87.8%+3.5pp | 69.3%+22.0pp |
| Annual return | 15.27% | 38.14%-22.9pp | 555.15%-539.9pp | 318.53%-303.3pp |
| Employer contribution / active EE | $3,680 | $4,344-15.3% | $6,162-40.3% | $2,565+43.4% |
| Participant deferral / active EE | $8,347 | $6,260+33.3% | $8,221+1.5% | $3,952+111.2% |
| Admin fee / account holder | $3,652 | $8,630-57.7% | $12,045-69.7% | $6,260-41.7% |