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 | $108,737 | $105,181+3.4% | $159,436-31.8% | $85,850+26.7% |
| Participation rate | 70.1% | 75.8%-5.7pp | 82.8%-12.7pp | 69.3%+0.8pp |
| Annual return | 14.16% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,231 | $3,318-32.8% | $4,829-53.8% | $2,565-13.0% |
| Participant deferral / active EE | $4,801 | $5,945-19.2% | $7,352-34.7% | $3,952+21.5% |
| Admin fee / account holder | $2,415 | $6,933-65.2% | $10,799-77.6% | $6,260-61.4% |