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 | $102,109 | $105,181-2.9% | $159,436-36.0% | $85,850+18.9% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.8%+6.7pp | 69.3%+20.2pp |
| Annual return | 19.67% | 45.07%-25.4pp | 263.57%-243.9pp | 318.53%-298.9pp |
| Employer contribution / active EE | $3,022 | $3,318-8.9% | $4,829-37.4% | $2,565+17.8% |
| Participant deferral / active EE | $6,521 | $5,945+9.7% | $7,352-11.3% | $3,952+65.0% |
| Admin fee / account holder | $787 | $6,933-88.6% | $10,799-92.7% | $6,260-87.4% |