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 | $104,944 | $78,672+33.4% | $109,143-3.8% | $85,850+22.2% |
| Participation rate | 95.8% | 68.3%+27.6pp | 75.9%+20.0pp | 69.3%+26.5pp |
| Annual return | 19.63% | 25.09%-5.5pp | 25.75%-6.1pp | 318.53%-298.9pp |
| Employer contribution / active EE | $1,594 | $2,735-41.7% | $3,722-57.2% | $2,565-37.8% |
| Participant deferral / active EE | $4,929 | $3,467+42.2% | $4,653+5.9% | $3,952+24.7% |
| Admin fee / account holder | $13,962 | $5,469+155.3% | $6,752+106.8% | $6,260+123.0% |