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 | $97,154 | $95,416+1.8% | $185,823-47.7% | $85,850+13.2% |
| Participation rate | 93.8% | 68.8%+25.0pp | 81.7%+12.0pp | 69.3%+24.4pp |
| Annual return | 15.78% | 23.59%-7.8pp | 122.05%-106.3pp | 318.53%-302.8pp |
| Employer contribution / active EE | $3,842 | $3,314+15.9% | $5,167-25.7% | $2,565+49.8% |
| Participant deferral / active EE | $3,547 | $3,423+3.6% | $5,568-36.3% | $3,952-10.2% |
| Admin fee / account holder | $1,978 | $7,213-72.6% | $16,237-87.8% | $6,260-68.4% |