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 | $110,021 | $101,883+8.0% | $453,369-75.7% | $85,850+28.2% |
| Participation rate | 91.9% | 72.3%+19.6pp | 78.0%+13.9pp | 69.3%+22.6pp |
| Annual return | 15.28% | 25.38%-10.1pp | 64.40%-49.1pp | 318.53%-303.3pp |
| Employer contribution / active EE | $5,073 | $2,847+78.2% | $4,070+24.6% | $2,565+97.8% |
| Participant deferral / active EE | $10,605 | $4,782+121.8% | $6,209+70.8% | $3,952+168.4% |
| Admin fee / account holder | $8,151 | $5,706+42.9% | $11,209-27.3% | $6,260+30.2% |