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 | $100,533 | $89,753+12.0% | $107,525-6.5% | $84,808+18.5% |
| Participation rate | 79.5% | 68.1%+11.4pp | 75.1%+4.4pp | 68.3%+11.1pp |
| Annual return | 15.85% | 29.48%-13.6pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,475 | $3,113-20.5% | $3,754-34.1% | $2,631-5.9% |
| Participant deferral / active EE | $5,605 | $4,056+38.2% | $5,116+9.6% | $4,212+33.1% |
| Admin fee / account holder | $4,303 | $7,222-40.4% | $8,919-51.7% | $7,344-41.4% |