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 | $96,332 | $102,317-5.8% | $146,958-34.4% | $80,856+19.1% |
| Participation rate | 70.4% | 75.8%-5.5pp | 82.2%-11.8pp | 67.6%+2.7pp |
| Annual return | 31.07% | 134.76%-103.7pp | 418.34%-387.3pp | 35.59%-4.5pp |
| Employer contribution / active EE | $3,537 | $3,713-4.8% | $4,933-28.3% | $2,755+28.4% |
| Participant deferral / active EE | $6,619 | $6,644-0.4% | $8,070-18.0% | $4,296+54.1% |
| Admin fee / account holder | $44,623 | $7,941+461.9% | $12,998+243.3% | $6,918+545.0% |