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 | $127,500 | $137,414-7.2% | $189,513-32.7% | $85,850+48.5% |
| Participation rate | 92.5% | 84.6%+7.8pp | 87.8%+4.6pp | 69.3%+23.1pp |
| Annual return | 14.14% | 38.14%-24.0pp | 555.15%-541.0pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,764 | $4,344-59.4% | $6,162-71.4% | $2,565-31.2% |
| Participant deferral / active EE | $6,634 | $6,260+6.0% | $8,221-19.3% | $3,952+67.9% |
| Admin fee / account holder | $2,307 | $8,630-73.3% | $12,045-80.8% | $6,260-63.2% |