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 | $111,046 | $102,317+8.5% | $146,958-24.4% | $80,856+37.3% |
| Participation rate | 81.5% | 75.8%+5.6pp | 82.2%-0.7pp | 67.6%+13.8pp |
| Annual return | 15.40% | 134.76%-119.4pp | 418.34%-402.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,930 | $3,713-21.1% | $4,933-40.6% | $2,755+6.4% |
| Participant deferral / active EE | $7,268 | $6,644+9.4% | $8,070-9.9% | $4,296+69.2% |
| Admin fee / account holder | $501 | $7,941-93.7% | $12,998-96.1% | $6,918-92.8% |