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 | $113,247 | $137,414-17.6% | $189,513-40.2% | $85,850+31.9% |
| Participation rate | 91.2% | 84.6%+6.6pp | 87.8%+3.4pp | 69.3%+21.9pp |
| Annual return | 12.22% | 38.14%-25.9pp | 555.15%-542.9pp | 318.53%-306.3pp |
| Employer contribution / active EE | $8,214 | $4,344+89.1% | $6,162+33.3% | $2,565+220.2% |
| Participant deferral / active EE | $4,671 | $6,260-25.4% | $8,221-43.2% | $3,952+18.2% |
| Admin fee / account holder | $12,756 | $8,630+47.8% | $12,045+5.9% | $6,260+103.8% |