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 | $61,778 | $137,414-55.0% | $189,513-67.4% | $85,850-28.0% |
| Participation rate | 78.5% | 84.6%-6.2pp | 87.8%-9.3pp | 69.3%+9.1pp |
| Annual return | 15.11% | 38.14%-23.0pp | 555.15%-540.0pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,287 | $4,344-47.3% | $6,162-62.9% | $2,565-10.8% |
| Participant deferral / active EE | $4,223 | $6,260-32.5% | $8,221-48.6% | $3,952+6.9% |
| Admin fee / account holder | $5,584 | $8,630-35.3% | $12,045-53.6% | $6,260-10.8% |