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 | $105,115 | $105,181-0.1% | $159,436-34.1% | $85,850+22.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 19.53% | 45.07%-25.5pp | 263.57%-244.0pp | 318.53%-299.0pp |
| Employer contribution / active EE | $3,186 | $3,318-4.0% | $4,829-34.0% | $2,565+24.2% |
| Participant deferral / active EE | $6,284 | $5,945+5.7% | $7,352-14.5% | $3,952+59.0% |
| Admin fee / account holder | $1,307 | $6,933-81.1% | $10,799-87.9% | $6,260-79.1% |