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 | $106,575 | $98,750+7.9% | $149,696-28.8% | $79,858+33.5% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 14.70% | 27.43%-12.7pp | 276.60%-261.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,360 | $3,216-26.6% | $4,644-49.2% | $2,471-4.5% |
| Participant deferral / active EE | $8,521 | $5,680+50.0% | $6,842+24.5% | $3,740+127.8% |
| Admin fee / account holder | $5,467 | $6,053-9.7% | $9,309-41.3% | $5,306+3.0% |