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 | $104,556 | $77,145+35.5% | $108,410-3.6% | $85,850+21.8% |
| Participation rate | 97.0% | 74.7%+22.3pp | 80.1%+16.8pp | 69.3%+27.7pp |
| Annual return | 15.09% | 44.54%-29.5pp | 905.27%-890.2pp | 318.53%-303.4pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,200 | $5,566+65.3% | $6,563+40.2% | $3,952+132.8% |
| Admin fee / account holder | $6,595 | $5,172+27.5% | $7,295-9.6% | $6,260+5.4% |