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 | $96,300 | $91,552+5.2% | $133,956-28.1% | $79,858+20.6% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.6%+26.8pp |
| Annual return | 14.28% | 61.85%-47.6pp | 45.09%-30.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,012 | $2,384-15.6% | $3,919-48.7% | $2,471-18.6% |
| Participant deferral / active EE | $3,700 | $3,733-0.9% | $5,048-26.7% | $3,740-1.1% |
| Admin fee / account holder | $3,691 | $6,321-41.6% | $8,927-58.7% | $5,306-30.4% |