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 | $97,274 | $88,672+9.7% | $105,223-7.6% | $82,448+18.0% |
| Participation rate | 82.2% | 67.9%+14.3pp | 75.0%+7.2pp | 68.1%+14.2pp |
| Annual return | 19.99% | 30.86%-10.9pp | 180.65%-160.7pp | 41.64%-21.6pp |
| Employer contribution / active EE | $4,947 | $3,048+62.3% | $3,689+34.1% | $2,551+93.9% |
| Participant deferral / active EE | $7,494 | $4,036+85.7% | $5,072+47.8% | $4,139+81.0% |
| Admin fee / account holder | $6,179 | $7,146-13.5% | $8,859-30.2% | $7,234-14.6% |