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 | $109,243 | $106,890+2.2% | $84,015+30.0% | $152,861-28.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 18.26% | 104.99%-86.7pp | 71.31%-53.0pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,048 | $2,734-61.7% | $1,983-47.2% | $4,762-78.0% |
| Participant deferral / active EE | $1,211 | $4,011-69.8% | $3,239-62.6% | $5,850-79.3% |
| Admin fee / account holder | $19,503 | $8,285+135.4% | $6,101+219.7% | $11,596+68.2% |