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 | $105,461 | $121,625-13.3% | $104,607+0.8% | $158,922-33.6% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.7pp | 82.0%-10.5pp |
| Annual return | 12.44% | 465.26%-452.8pp | 340.46%-328.0pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,909 | $3,163-39.6% | $2,681-28.8% | $4,761-59.9% |
| Participant deferral / active EE | $6,771 | $4,177+62.1% | $3,740+81.1% | $5,982+13.2% |
| Admin fee / account holder | $6,363 | $7,787-18.3% | $6,473-1.7% | $11,246-43.4% |