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 | $110,372 | $102,382+7.8% | $147,005-24.9% | $80,874+36.5% |
| Participation rate | 83.9% | 75.8%+8.0pp | 82.2%+1.7pp | 67.6%+16.2pp |
| Annual return | 16.54% | 134.89%-118.3pp | 418.76%-402.2pp | 35.62%-19.1pp |
| Employer contribution / active EE | $2,708 | $3,715-27.1% | $4,934-45.1% | $2,756-1.7% |
| Participant deferral / active EE | $6,018 | $6,646-9.5% | $8,070-25.4% | $4,297+40.1% |
| Admin fee / account holder | $18,278 | $7,942+130.1% | $13,006+40.5% | $6,935+163.6% |