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 | $83,519 | $78,422+6.5% | $95,952-13.0% | $79,858+4.6% |
| Participation rate | 96.9% | 73.5%+23.4pp | 77.1%+19.8pp | 69.6%+27.2pp |
| Annual return | 11.90% | 19.37%-7.5pp | 91.61%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,021 | $1,945+3.9% | $2,541-20.5% | $2,471-18.2% |
| Participant deferral / active EE | $5,527 | $3,440+60.7% | $4,167+32.6% | $3,740+47.8% |
| Admin fee / account holder | $16,154 | $5,622+187.3% | $6,795+137.7% | $5,306+204.4% |