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 | $110,330 | $91,190+21.0% | $178,490-38.2% | $79,858+38.2% |
| Participation rate | 97.2% | 69.2%+28.0pp | 81.9%+15.3pp | 69.6%+27.6pp |
| Annual return | 19.42% | 24.19%-4.8pp | 151.07%-131.7pp | 31.71%-12.3pp |
| Employer contribution / active EE | $4,095 | $3,256+25.8% | $5,011-18.3% | $2,471+65.7% |
| Participant deferral / active EE | $5,986 | $3,236+85.0% | $5,202+15.1% | $3,740+60.0% |
| Admin fee / account holder | $2,370 | $6,751-64.9% | $13,984-83.1% | $5,306-55.3% |