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 | $82,862 | $102,966-19.5% | $90,281-8.2% | $152,861-45.8% |
| Participation rate | 87.0% | 75.9%+11.1pp | 73.3%+13.7pp | 82.4%+4.5pp |
| Annual return | 22.80% | 95.16%-72.4pp | 78.10%-55.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $3,364 | $3,139+7.2% | $2,854+17.9% | $4,762-29.4% |
| Participant deferral / active EE | $6,856 | $4,281+60.1% | $3,885+76.5% | $5,850+17.2% |
| Admin fee / account holder | $6,410 | $6,171+3.9% | $5,351+19.8% | $11,596-44.7% |