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 | $102,632 | $102,317+0.3% | $146,958-30.2% | $80,856+26.9% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.2%-2.7pp | 67.6%+11.8pp |
| Annual return | 13.05% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,045 | $3,713-44.9% | $4,933-58.5% | $2,755-25.8% |
| Participant deferral / active EE | $5,247 | $6,644-21.0% | $8,070-35.0% | $4,296+22.1% |
| Admin fee / account holder | $6,956 | $7,941-12.4% | $12,998-46.5% | $6,918+0.6% |