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 | $114,989 | $102,317+12.4% | $146,958-21.8% | $80,856+42.2% |
| Participation rate | 70.5% | 75.8%-5.3pp | 82.2%-11.7pp | 67.6%+2.9pp |
| Annual return | 18.40% | 134.76%-116.4pp | 418.34%-399.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $2,989 | $3,713-19.5% | $4,933-39.4% | $2,755+8.5% |
| Participant deferral / active EE | $7,858 | $6,644+18.3% | $8,070-2.6% | $4,296+82.9% |
| Admin fee / account holder | $13,827 | $7,941+74.1% | $12,998+6.4% | $6,918+99.9% |