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 | $105,340 | $102,966+2.3% | $90,281+16.7% | $152,861-31.1% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 19.00% | 95.16%-76.2pp | 78.10%-59.1pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,429 | $3,139-22.6% | $2,854-14.9% | $4,762-49.0% |
| Participant deferral / active EE | $4,338 | $4,281+1.3% | $3,885+11.6% | $5,850-25.9% |
| Admin fee / account holder | $6,221 | $6,171+0.8% | $5,351+16.3% | $11,596-46.4% |