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 | $100,031 | $81,632+22.5% | $70,449+42.0% | $158,922-37.1% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 82.0%+8.0pp |
| Annual return | 11.23% | 208.40%-197.2pp | 109.03%-97.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $6,487 | $3,217+101.6% | $2,737+137.0% | $4,761+36.2% |
| Participant deferral / active EE | $3,145 | $4,554-30.9% | $3,709-15.2% | $5,982-47.4% |
| Admin fee / account holder | $3,332 | $6,193-46.2% | $3,845-13.3% | $11,246-70.4% |