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 | $112,301 | $98,750+13.7% | $149,696-25.0% | $79,858+40.6% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 17.16% | 27.43%-10.3pp | 276.60%-259.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,906 | $3,216-40.7% | $4,644-59.0% | $2,471-22.9% |
| Participant deferral / active EE | $3,708 | $5,680-34.7% | $6,842-45.8% | $3,740-0.9% |
| Admin fee / account holder | $5,140 | $6,053-15.1% | $9,309-44.8% | $5,306-3.1% |