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 | $94,349 | $88,672+6.4% | $105,223-10.3% | $82,448+14.4% |
| Participation rate | 80.8% | 67.9%+12.8pp | 75.0%+5.7pp | 68.1%+12.7pp |
| Annual return | 22.27% | 30.86%-8.6pp | 180.65%-158.4pp | 41.64%-19.4pp |
| Employer contribution / active EE | $1,251 | $3,048-59.0% | $3,689-66.1% | $2,551-51.0% |
| Participant deferral / active EE | $4,797 | $4,036+18.9% | $5,072-5.4% | $4,139+15.9% |
| Admin fee / account holder | $1,843 | $7,146-74.2% | $8,859-79.2% | $7,234-74.5% |