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 | $99,437 | $98,750+0.7% | $149,696-33.6% | $79,858+24.5% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.5%+11.7pp | 69.6%+24.6pp |
| Annual return | 22.35% | 27.43%-5.1pp | 276.60%-254.3pp | 31.71%-9.4pp |
| Employer contribution / active EE | $3,696 | $3,216+14.9% | $4,644-20.4% | $2,471+49.6% |
| Participant deferral / active EE | $9,122 | $5,680+60.6% | $6,842+33.3% | $3,740+143.9% |
| Admin fee / account holder | $10,284 | $6,053+69.9% | $9,309+10.5% | $5,306+93.8% |