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 | $100,529 | $98,750+1.8% | $149,696-32.8% | $79,858+25.9% |
| Participation rate | 82.7% | 75.8%+6.9pp | 82.5%+0.2pp | 69.6%+13.1pp |
| Annual return | 16.26% | 27.43%-11.2pp | 276.60%-260.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,735 | $3,216-46.1% | $4,644-62.6% | $2,471-29.8% |
| Participant deferral / active EE | $5,308 | $5,680-6.6% | $6,842-22.4% | $3,740+41.9% |
| Admin fee / account holder | $11,925 | $6,053+97.0% | $9,309+28.1% | $5,306+124.7% |