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 | $103,488 | $102,317+1.1% | $146,958-29.6% | $80,856+28.0% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.2%+15.3pp | 67.6%+29.8pp |
| Annual return | 14.28% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,437 | $3,713-7.4% | $4,933-30.3% | $2,755+24.8% |
| Participant deferral / active EE | $6,432 | $6,644-3.2% | $8,070-20.3% | $4,296+49.7% |
| Admin fee / account holder | $1,351 | $7,941-83.0% | $12,998-89.6% | $6,918-80.5% |