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 | $104,508 | $85,202+22.7% | $172,739-39.5% | $72,985+43.2% |
| Participation rate | 84.6% | 70.1%+14.6pp | 82.6%+2.0pp | 69.5%+15.1pp |
| Annual return | 29.87% | 27.32%+2.5pp | 802.84%-773.0pp | 81.00%-51.1pp |
| Employer contribution / active EE | $2,044 | $3,324-38.5% | $5,143-60.3% | $2,440-16.2% |
| Participant deferral / active EE | $4,761 | $3,260+46.0% | $5,198-8.4% | $3,607+32.0% |
| Admin fee / account holder | $18,329 | $5,884+211.5% | $13,954+31.4% | $5,124+257.7% |