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 | $118,173 | $88,672+33.3% | $105,223+12.3% | $82,448+43.3% |
| Participation rate | 83.3% | 67.9%+15.4pp | 75.0%+8.3pp | 68.1%+15.3pp |
| Annual return | 16.58% | 30.86%-14.3pp | 180.65%-164.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $6,546 | $3,048+114.8% | $3,689+77.5% | $2,551+156.6% |
| Participant deferral / active EE | $3,500 | $4,036-13.3% | $5,072-31.0% | $4,139-15.4% |
| Admin fee / account holder | $859 | $7,146-88.0% | $8,859-90.3% | $7,234-88.1% |