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 | $109,526 | $98,750+10.9% | $149,696-26.8% | $79,858+37.2% |
| Participation rate | 98.0% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.4pp |
| Annual return | 15.48% | 27.43%-12.0pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,484 | $3,216-22.8% | $4,644-46.5% | $2,471+0.5% |
| Participant deferral / active EE | $4,414 | $5,680-22.3% | $6,842-35.5% | $3,740+18.0% |
| Admin fee / account holder | $2,525 | $6,053-58.3% | $9,309-72.9% | $5,306-52.4% |