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 | $101,875 | $98,750+3.2% | $149,696-31.9% | $79,858+27.6% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.5%+3.9pp | 69.6%+16.7pp |
| Annual return | 14.22% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $5,061 | $3,216+57.3% | $4,644+9.0% | $2,471+104.8% |
| Participant deferral / active EE | $5,312 | $5,680-6.5% | $6,842-22.4% | $3,740+42.0% |
| Admin fee / account holder | $1,800 | $6,053-70.3% | $9,309-80.7% | $5,306-66.1% |