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 | $108,655 | $98,750+10.0% | $149,696-27.4% | $79,858+36.1% |
| Participation rate | 96.9% | 75.8%+21.2pp | 82.5%+14.4pp | 69.6%+27.3pp |
| Annual return | 14.87% | 27.43%-12.6pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,845 | $3,216-11.6% | $4,644-38.8% | $2,471+15.1% |
| Participant deferral / active EE | $5,386 | $5,680-5.2% | $6,842-21.3% | $3,740+44.0% |
| Admin fee / account holder | $867 | $6,053-85.7% | $9,309-90.7% | $5,306-83.7% |