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 | $107,006 | $102,382+4.5% | $147,005-27.2% | $80,874+32.3% |
| Participation rate | 87.1% | 75.8%+11.2pp | 82.2%+4.9pp | 67.6%+19.4pp |
| Annual return | 13.02% | 134.89%-121.9pp | 418.76%-405.7pp | 35.62%-22.6pp |
| Employer contribution / active EE | $2,540 | $3,715-31.6% | $4,934-48.5% | $2,756-7.8% |
| Participant deferral / active EE | $8,141 | $6,646+22.5% | $8,070+0.9% | $4,297+89.5% |
| Admin fee / account holder | $13,933 | $7,942+75.4% | $13,006+7.1% | $6,935+100.9% |