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 | $110,215 | $106,749+3.2% | $145,433-24.2% | $82,448+33.7% |
| Participation rate | 73.7% | 75.6%-2.0pp | 82.1%-8.4pp | 68.1%+5.6pp |
| Annual return | 15.18% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,945 | $3,444-14.5% | $4,554-35.3% | $2,551+15.4% |
| Participant deferral / active EE | $12,263 | $6,519+88.1% | $7,897+55.3% | $4,139+196.3% |
| Admin fee / account holder | $37,598 | $8,390+348.1% | $13,129+186.4% | $7,234+419.7% |