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 | $99,398 | $73,515+35.2% | $62,995+57.8% | $147,584-32.6% |
| Participation rate | 73.3% | 77.9%-4.5pp | 74.8%-1.5pp | 82.8%-9.5pp |
| Annual return | 14.25% | 175.43%-161.2pp | 87.57%-73.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $3,331 | $3,320+0.3% | $2,759+20.7% | $4,876-31.7% |
| Participant deferral / active EE | $4,816 | $4,185+15.1% | $3,329+44.6% | $5,439-11.5% |
| Admin fee / account holder | $546 | $5,953-90.8% | $3,600-84.8% | $10,885-95.0% |