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 | $94,804 | $89,355+6.1% | $141,162-32.8% | $72,985+29.9% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 22.00% | 111.85%-89.8pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,258 | $3,114+4.6% | $4,735-31.2% | $2,440+33.5% |
| Participant deferral / active EE | $9,553 | $5,418+76.3% | $6,709+42.4% | $3,607+164.8% |
| Admin fee / account holder | $3,921 | $5,958-34.2% | $10,261-61.8% | $5,124-23.5% |