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 | $115,153 | $91,552+25.8% | $133,956-14.0% | $79,858+44.2% |
| Participation rate | 83.6% | 73.3%+10.2pp | 79.8%+3.7pp | 69.6%+13.9pp |
| Annual return | 14.49% | 61.85%-47.4pp | 45.09%-30.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,264 | $2,384-46.9% | $3,919-67.7% | $2,471-48.8% |
| Participant deferral / active EE | $6,920 | $3,733+85.4% | $5,048+37.1% | $3,740+85.0% |
| Admin fee / account holder | $23,418 | $6,321+270.5% | $8,927+162.3% | $5,306+341.3% |