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 | $97,810 | $98,750-1.0% | $149,696-34.7% | $79,858+22.5% |
| Participation rate | 84.9% | 75.8%+9.2pp | 82.5%+2.5pp | 69.6%+15.3pp |
| Annual return | 17.12% | 27.43%-10.3pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,529 | $3,216-21.4% | $4,644-45.6% | $2,471+2.3% |
| Participant deferral / active EE | $7,819 | $5,680+37.7% | $6,842+14.3% | $3,740+109.1% |
| Admin fee / account holder | $5,970 | $6,053-1.4% | $9,309-35.9% | $5,306+12.5% |