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 | $106,981 | $106,749+0.2% | $145,433-26.4% | $82,448+29.8% |
| Participation rate | 82.1% | 75.6%+6.4pp | 82.1%-0.1pp | 68.1%+14.0pp |
| Annual return | 16.95% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $4,162 | $3,444+20.8% | $4,554-8.6% | $2,551+63.2% |
| Participant deferral / active EE | $9,065 | $6,519+39.1% | $7,897+14.8% | $4,139+119.0% |
| Admin fee / account holder | $4,659 | $8,390-44.5% | $13,129-64.5% | $7,234-35.6% |