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 | $129,026 | $137,414-6.1% | $189,513-31.9% | $85,850+50.3% |
| Participation rate | 76.6% | 84.6%-8.0pp | 87.8%-11.2pp | 69.3%+7.3pp |
| Annual return | 15.41% | 38.14%-22.7pp | 555.15%-539.7pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,061 | $4,344-52.6% | $6,162-66.6% | $2,565-19.7% |
| Participant deferral / active EE | $3,766 | $6,260-39.8% | $8,221-54.2% | $3,952-4.7% |
| Admin fee / account holder | $17,689 | $8,630+105.0% | $12,045+46.9% | $6,260+182.6% |