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 | $103,473 | $91,552+13.0% | $133,956-22.8% | $79,858+29.6% |
| Participation rate | 89.8% | 73.3%+16.4pp | 79.8%+10.0pp | 69.6%+20.2pp |
| Annual return | 15.38% | 61.85%-46.5pp | 45.09%-29.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,096 | $2,384+29.9% | $3,919-21.0% | $2,471+25.3% |
| Participant deferral / active EE | $6,428 | $3,733+72.2% | $5,048+27.4% | $3,740+71.9% |
| Admin fee / account holder | $22,848 | $6,321+261.5% | $8,927+155.9% | $5,306+330.6% |