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 | $99,286 | $91,552+8.4% | $133,956-25.9% | $79,858+24.3% |
| Participation rate | 90.4% | 73.3%+17.1pp | 79.8%+10.6pp | 69.6%+20.8pp |
| Annual return | 15.99% | 61.85%-45.9pp | 45.09%-29.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $5,030 | $2,384+111.0% | $3,919+28.4% | $2,471+103.6% |
| Participant deferral / active EE | $5,191 | $3,733+39.0% | $5,048+2.8% | $3,740+38.8% |
| Admin fee / account holder | $2,379 | $6,321-62.4% | $8,927-73.3% | $5,306-55.2% |