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 | $82,475 | $102,317-19.4% | $146,958-43.9% | $80,856+2.0% |
| Participation rate | 83.5% | 75.8%+7.7pp | 82.2%+1.4pp | 67.6%+15.9pp |
| Annual return | 11.92% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,621 | $3,713-29.4% | $4,933-46.9% | $2,755-4.9% |
| Participant deferral / active EE | $4,179 | $6,644-37.1% | $8,070-48.2% | $4,296-2.7% |
| Admin fee / account holder | $5,620 | $7,941-29.2% | $12,998-56.8% | $6,918-18.8% |