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 | $100,055 | $105,181-4.9% | $159,436-37.2% | $85,850+16.5% |
| Participation rate | 84.3% | 75.8%+8.6pp | 82.8%+1.5pp | 69.3%+15.0pp |
| Annual return | 14.42% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,927 | $3,318-41.9% | $4,829-60.1% | $2,565-24.9% |
| Participant deferral / active EE | $8,135 | $5,945+36.8% | $7,352+10.6% | $3,952+105.9% |
| Admin fee / account holder | $9,623 | $6,933+38.8% | $10,799-10.9% | $6,260+53.7% |