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 | $104,029 | $209,336-50.3% | $197,124-47.2% | $137,256-24.2% |
| Participation rate | 84.2% | 87.3%-3.1pp | 86.7%-2.5pp | 80.0%+4.3pp |
| Annual return | 15.45% | 48.09%-32.6pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,135 | $6,591-37.3% | $6,227-33.6% | $4,156-0.5% |
| Participant deferral / active EE | $7,791 | $9,614-19.0% | $9,135-14.7% | $6,407+21.6% |
| Admin fee / account holder | $36,024 | $17,308+108.1% | $16,298+121.0% | $12,270+193.6% |