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 | $105,565 | $93,571+12.8% | $135,903-22.3% | $75,163+40.4% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 18.41% | 30.90%-12.5pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,502 | $3,537-29.2% | $4,856-48.5% | $2,670-6.3% |
| Participant deferral / active EE | $2,617 | $6,404-59.1% | $7,758-66.3% | $4,125-36.6% |
| Admin fee / account holder | $821 | $6,975-88.2% | $10,762-92.4% | $5,651-85.5% |