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 | $108,561 | $102,317+6.1% | $146,958-26.1% | $80,856+34.3% |
| Participation rate | 98.7% | 75.8%+22.8pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 14.26% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,754 | $3,713-25.8% | $4,933-44.2% | $2,7550% |
| Participant deferral / active EE | $9,823 | $6,644+47.9% | $8,070+21.7% | $4,296+128.7% |
| Admin fee / account holder | $7,289 | $7,941-8.2% | $12,998-43.9% | $6,918+5.4% |