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 | $108,644 | $102,317+6.2% | $146,958-26.1% | $80,856+34.4% |
| Participation rate | 75.6% | 75.8%-0.2pp | 82.2%-6.5pp | 67.6%+8.0pp |
| Annual return | 13.78% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,567 | $3,713-30.9% | $4,933-48.0% | $2,755-6.8% |
| Participant deferral / active EE | $7,066 | $6,644+6.4% | $8,070-12.4% | $4,296+64.5% |
| Admin fee / account holder | $4,751 | $7,941-40.2% | $12,998-63.4% | $6,918-31.3% |