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 | $83,078 | $73,102+13.6% | $123,544-32.8% | $56,287+47.6% |
| Participation rate | 95.0% | 74.3%+20.7pp | 82.3%+12.8pp | 69.9%+25.2pp |
| Annual return | 1.49% | 3.01%-1.5pp | 119.20%-117.7pp | -9.96%+11.5pp |
| Employer contribution / active EE | $4,079 | $2,977+37.0% | $4,628-11.9% | $2,111+93.2% |
| Participant deferral / active EE | $7,432 | $5,423+37.0% | $6,426+15.7% | $3,350+121.9% |
| Admin fee / account holder | $8,869 | $554+1501.7% | $9,284-4.5% | $521+1602.5% |