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 | $108,112 | $105,181+2.8% | $159,436-32.2% | $85,850+25.9% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.8%+10.0pp | 69.3%+23.5pp |
| Annual return | 14.35% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $888 | $3,318-73.2% | $4,829-81.6% | $2,565-65.4% |
| Participant deferral / active EE | $9,720 | $5,945+63.5% | $7,352+32.2% | $3,952+146.0% |
| Admin fee / account holder | $5,777 | $6,933-16.7% | $10,799-46.5% | $6,260-7.7% |