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 | $123,317 | $137,414-10.3% | $189,513-34.9% | $85,850+43.6% |
| Participation rate | 79.0% | 84.6%-5.6pp | 87.8%-8.8pp | 69.3%+9.7pp |
| Annual return | 12.82% | 38.14%-25.3pp | 555.15%-542.3pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,015 | $4,344-53.6% | $6,162-67.3% | $2,565-21.4% |
| Participant deferral / active EE | $4,599 | $6,260-26.5% | $8,221-44.1% | $3,952+16.4% |
| Admin fee / account holder | $2,687 | $8,630-68.9% | $12,045-77.7% | $6,260-57.1% |