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 | $92,797 | $85,202+8.9% | $172,739-46.3% | $72,985+27.1% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.6%+14.5pp | 69.5%+27.6pp |
| Annual return | 27.06% | 27.32%-0.3pp | 802.84%-775.8pp | 81.00%-53.9pp |
| Employer contribution / active EE | $6,215 | $3,324+87.0% | $5,143+20.8% | $2,440+154.7% |
| Participant deferral / active EE | $4,324 | $3,260+32.6% | $5,198-16.8% | $3,607+19.9% |
| Admin fee / account holder | $1,233 | $5,884-79.0% | $13,954-91.2% | $5,124-75.9% |