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 | $102,317+4.6% | $146,958-27.2% | $80,856+32.3% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.2%+4.9pp | 67.6%+19.5pp |
| Annual return | 13.02% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,540 | $3,713-31.6% | $4,933-48.5% | $2,755-7.8% |
| Participant deferral / active EE | $8,141 | $6,644+22.5% | $8,070+0.9% | $4,296+89.5% |
| Admin fee / account holder | $13,933 | $7,941+75.5% | $12,998+7.2% | $6,918+101.4% |