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 | $111,492 | $91,552+21.8% | $133,956-16.8% | $79,858+39.6% |
| Participation rate | 96.9% | 73.3%+23.5pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | 12.47% | 61.85%-49.4pp | 45.09%-32.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,082 | $2,384-54.6% | $3,919-72.4% | $2,471-56.2% |
| Participant deferral / active EE | $5,634 | $3,733+50.9% | $5,048+11.6% | $3,740+50.6% |
| Admin fee / account holder | $4,493 | $6,321-28.9% | $8,927-49.7% | $5,306-15.3% |