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 | $110,277 | $127,065-13.2% | $113,168-2.6% | $142,382-22.5% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 19.75% | 24.03%-4.3pp | 24.27%-4.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,550 | $3,442-25.9% | $2,975-14.3% | $4,299-40.7% |
| Participant deferral / active EE | $6,969 | $5,716+21.9% | $5,107+36.5% | $6,507+7.1% |
| Admin fee / account holder | $73,960 | $15,736+370.0% | $12,068+512.9% | $12,624+485.9% |