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 | $102,779 | $84,233+22.0% | $170,442-39.7% | $70,131+46.6% |
| Participation rate | 91.2% | 70.8%+20.4pp | 83.6%+7.6pp | 69.5%+21.7pp |
| Annual return | 15.15% | 23.06%-7.9pp | 205.93%-190.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $5,705 | $3,387+68.4% | $5,433+5.0% | $2,342+143.5% |
| Participant deferral / active EE | $1,393 | $3,086-54.9% | $4,939-71.8% | $3,332-58.2% |
| Admin fee / account holder | $2,405 | $5,698-57.8% | $13,880-82.7% | $4,645-48.2% |