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 | $86,145 | $102,317-15.8% | $146,958-41.4% | $80,856+6.5% |
| Participation rate | 85.9% | 75.8%+10.0pp | 82.2%+3.7pp | 67.6%+18.2pp |
| Annual return | 12.05% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $5,532 | $3,713+49.0% | $4,933+12.1% | $2,755+100.8% |
| Participant deferral / active EE | $5,149 | $6,644-22.5% | $8,070-36.2% | $4,296+19.9% |
| Admin fee / account holder | $6,320 | $7,941-20.4% | $12,998-51.4% | $6,918-8.6% |