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 | $109,483 | $84,556+29.5% | $116,228-5.8% | $74,304+47.3% |
| Participation rate | 86.4% | 66.0%+20.4pp | 74.6%+11.9pp | 60.3%+26.1pp |
| Annual return | 17.03% | 18.35%-1.3pp | 90.06%-73.0pp | 29.43%-12.4pp |
| Employer contribution / active EE | $2,405 | $2,168+10.9% | $2,994-19.7% | $2,241+7.3% |
| Participant deferral / active EE | $4,542 | $3,814+19.1% | $4,953-8.3% | $3,767+20.6% |
| Admin fee / account holder | $22,640 | $3,792+497.1% | $11,989+88.8% | $2,969+662.6% |