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 | $108,312 | $102,317+5.9% | $146,958-26.3% | $80,856+34.0% |
| Participation rate | 93.9% | 75.8%+18.0pp | 82.2%+11.7pp | 67.6%+26.2pp |
| Annual return | 15.17% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,845 | $3,713-23.4% | $4,933-42.3% | $2,755+3.3% |
| Participant deferral / active EE | $6,988 | $6,644+5.2% | $8,070-13.4% | $4,296+62.7% |
| Admin fee / account holder | $31,883 | $7,941+301.5% | $12,998+145.3% | $6,918+360.9% |