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 | $110,035 | $105,181+4.6% | $159,436-31.0% | $85,850+28.2% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.8%+3.3pp | 69.3%+16.8pp |
| Annual return | 13.19% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,007 | $3,318-39.5% | $4,829-58.4% | $2,565-21.8% |
| Participant deferral / active EE | $5,637 | $5,945-5.2% | $7,352-23.3% | $3,952+42.6% |
| Admin fee / account holder | $4,437 | $6,933-36.0% | $10,799-58.9% | $6,260-29.1% |