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 | $100,066 | $105,181-4.9% | $159,436-37.2% | $85,850+16.6% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.8%+13.7pp | 69.3%+27.2pp |
| Annual return | 13.99% | 45.07%-31.1pp | 263.57%-249.6pp | 318.53%-304.5pp |
| Employer contribution / active EE | $4,635 | $3,318+39.7% | $4,829-4.0% | $2,565+80.7% |
| Participant deferral / active EE | $10,763 | $5,945+81.1% | $7,352+46.4% | $3,952+172.4% |
| Admin fee / account holder | $3,491 | $6,933-49.6% | $10,799-67.7% | $6,260-44.2% |