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 | $110,400 | $137,414-19.7% | $189,513-41.7% | $85,850+28.6% |
| Participation rate | 80.8% | 84.6%-3.8pp | 87.8%-7.0pp | 69.3%+11.5pp |
| Annual return | 12.37% | 38.14%-25.8pp | 555.15%-542.8pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,613 | $4,344-62.9% | $6,162-73.8% | $2,565-37.1% |
| Participant deferral / active EE | $3,856 | $6,260-38.4% | $8,221-53.1% | $3,952-2.4% |
| Admin fee / account holder | $4,967 | $8,630-42.4% | $12,045-58.8% | $6,260-20.7% |