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 | $83,129 | $102,317-18.8% | $146,958-43.4% | $80,856+2.8% |
| Participation rate | 77.6% | 75.8%+1.7pp | 82.2%-4.6pp | 67.6%+9.9pp |
| Annual return | 12.68% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,314 | $3,713-37.7% | $4,933-53.1% | $2,755-16.0% |
| Participant deferral / active EE | $5,560 | $6,644-16.3% | $8,070-31.1% | $4,296+29.4% |
| Admin fee / account holder | $8,695 | $7,941+9.5% | $12,998-33.1% | $6,918+25.7% |