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 | $104,063 | $105,181-1.1% | $159,436-34.7% | $85,850+21.2% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.8%+11.9pp | 69.3%+25.4pp |
| Annual return | 15.39% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,812 | $3,318-45.4% | $4,829-62.5% | $2,565-29.4% |
| Participant deferral / active EE | $7,019 | $5,945+18.1% | $7,352-4.5% | $3,952+77.6% |
| Admin fee / account holder | $2,609 | $6,933-62.4% | $10,799-75.8% | $6,260-58.3% |