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 | $116,827 | $98,750+18.3% | $149,696-22.0% | $79,858+46.3% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.5%-3.9pp | 69.6%+8.9pp |
| Annual return | 18.53% | 27.43%-8.9pp | 276.60%-258.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,981 | $3,216-38.4% | $4,644-57.4% | $2,471-19.8% |
| Participant deferral / active EE | $5,274 | $5,680-7.2% | $6,842-22.9% | $3,740+41.0% |
| Admin fee / account holder | $2,099 | $6,053-65.3% | $9,309-77.5% | $5,306-60.4% |