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 | $71,583 | $72,071-0.7% | $68,368+4.7% | $137,256-47.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 15.34% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,884 | $2,788+39.3% | $2,649+46.6% | $4,156-6.5% |
| Participant deferral / active EE | $16,855 | $4,410+282.2% | $4,123+308.8% | $6,407+163.1% |
| Admin fee / account holder | $12,249 | $5,336+129.6% | $5,150+137.9% | $12,270-0.2% |