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 | $78,848 | $137,414-42.6% | $189,513-58.4% | $85,850-8.2% |
| Participation rate | 96.0% | 84.6%+11.4pp | 87.8%+8.2pp | 69.3%+26.7pp |
| Annual return | 16.58% | 38.14%-21.6pp | 555.15%-538.6pp | 318.53%-302.0pp |
| Employer contribution / active EE | $2,631 | $4,344-39.4% | $6,162-57.3% | $2,565+2.6% |
| Participant deferral / active EE | $4,300 | $6,260-31.3% | $8,221-47.7% | $3,952+8.8% |
| Admin fee / account holder | $1,889 | $8,630-78.1% | $12,045-84.3% | $6,260-69.8% |