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 | $96,066 | $85,202+12.8% | $172,739-44.4% | $72,985+31.6% |
| Participation rate | 94.4% | 70.1%+24.4pp | 82.6%+11.8pp | 69.5%+25.0pp |
| Annual return | 26.12% | 27.32%-1.2pp | 802.84%-776.7pp | 81.00%-54.9pp |
| Employer contribution / active EE | $6,176 | $3,324+85.8% | $5,143+20.1% | $2,440+153.1% |
| Participant deferral / active EE | $3,353 | $3,260+2.8% | $5,198-35.5% | $3,607-7.1% |
| Admin fee / account holder | $1,051 | $5,884-82.1% | $13,954-92.5% | $5,124-79.5% |