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 | $104,944 | $102,317+2.6% | $146,958-28.6% | $80,856+29.8% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 15.21% | 134.76%-119.6pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,912 | $3,713-48.5% | $4,933-61.2% | $2,755-30.6% |
| Participant deferral / active EE | $7,131 | $6,644+7.3% | $8,070-11.6% | $4,296+66.0% |
| Admin fee / account holder | $4,098 | $7,941-48.4% | $12,998-68.5% | $6,918-40.8% |