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 3-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 | $97,101 | $89,753+8.2% | $107,525-9.7% | $84,808+14.5% |
| Participation rate | 80.8% | 68.1%+12.7pp | 75.1%+5.7pp | 68.3%+12.5pp |
| Annual return | 17.30% | 29.48%-12.2pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,417 | $3,113-54.5% | $3,754-62.3% | $2,631-46.1% |
| Participant deferral / active EE | $9,022 | $4,056+122.4% | $5,116+76.4% | $4,212+114.2% |
| Admin fee / account holder | $23,370 | $7,222+223.6% | $8,919+162.0% | $7,344+218.2% |