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 | $96,954 | $99,985-3.0% | $146,665-33.9% | $85,850+12.9% |
| Participation rate | 88.6% | 73.1%+15.5pp | 80.1%+8.5pp | 69.3%+19.3pp |
| Annual return | 12.08% | 18.93%-6.8pp | 22.74%-10.7pp | 318.53%-306.4pp |
| Employer contribution / active EE | $2,674 | $2,559+4.5% | $4,136-35.4% | $2,565+4.2% |
| Participant deferral / active EE | $5,012 | $4,006+25.1% | $5,506-9.0% | $3,952+26.8% |
| Admin fee / account holder | $5,882 | $7,702-23.6% | $10,280-42.8% | $6,260-6.0% |