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 | $110,046 | $91,552+20.2% | $133,956-17.8% | $79,858+37.8% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+13.9pp | 69.6%+24.1pp |
| Annual return | 20.23% | 61.85%-41.6pp | 45.09%-24.9pp | 31.71%-11.5pp |
| Employer contribution / active EE | $800 | $2,384-66.4% | $3,919-79.6% | $2,471-67.6% |
| Participant deferral / active EE | $5,127 | $3,733+37.3% | $5,048+1.6% | $3,740+37.1% |
| Admin fee / account holder | $3,523 | $6,321-44.3% | $8,927-60.5% | $5,306-33.6% |