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 | $96,306 | $105,181-8.4% | $159,436-39.6% | $85,850+12.2% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.8%-10.8pp | 69.3%+2.7pp |
| Annual return | 18.32% | 45.07%-26.8pp | 263.57%-245.3pp | 318.53%-300.2pp |
| Employer contribution / active EE | $2,276 | $3,318-31.4% | $4,829-52.9% | $2,565-11.3% |
| Participant deferral / active EE | $4,368 | $5,945-26.5% | $7,352-40.6% | $3,952+10.5% |
| Admin fee / account holder | $1,369 | $6,933-80.3% | $10,799-87.3% | $6,260-78.1% |