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 | $91,874 | $105,181-12.7% | $159,436-42.4% | $85,850+7.0% |
| Participation rate | 75.4% | 75.8%-0.4pp | 82.8%-7.5pp | 69.3%+6.0pp |
| Annual return | 16.37% | 45.07%-28.7pp | 263.57%-247.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $4,796 | $3,318+44.5% | $4,829-0.7% | $2,565+87.0% |
| Participant deferral / active EE | $9,614 | $5,945+61.7% | $7,352+30.8% | $3,952+143.3% |
| Admin fee / account holder | $2,764 | $6,933-60.1% | $10,799-74.4% | $6,260-55.8% |