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 | $84,260 | $137,414-38.7% | $189,513-55.5% | $85,850-1.9% |
| Participation rate | 98.2% | 84.6%+13.6pp | 87.8%+10.4pp | 69.3%+28.9pp |
| Annual return | 14.30% | 38.14%-23.8pp | 555.15%-540.9pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,607 | $4,344-40.0% | $6,162-57.7% | $2,565+1.6% |
| Participant deferral / active EE | $5,405 | $6,260-13.7% | $8,221-34.3% | $3,952+36.8% |
| Admin fee / account holder | $3,421 | $8,630-60.4% | $12,045-71.6% | $6,260-45.4% |