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 | $109,066 | $109,359-0.3% | $162,163-32.7% | $72,985+49.4% |
| Participation rate | 98.2% | 84.3%+13.9pp | 87.6%+10.6pp | 69.5%+28.7pp |
| Annual return | 25.48% | 25.46%0pp | 115.59%-90.1pp | 81.00%-55.5pp |
| Employer contribution / active EE | $4,594 | $3,907+17.6% | $5,614-18.2% | $2,440+88.3% |
| Participant deferral / active EE | $9,398 | $5,481+71.5% | $7,298+28.8% | $3,607+160.5% |
| Admin fee / account holder | $15,478 | $7,972+94.2% | $10,843+42.7% | $5,124+202.0% |