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 | $112,035 | $102,317+9.5% | $146,958-23.8% | $80,856+38.6% |
| Participation rate | 86.7% | 75.8%+10.8pp | 82.2%+4.5pp | 67.6%+19.0pp |
| Annual return | 18.05% | 134.76%-116.7pp | 418.34%-400.3pp | 35.59%-17.5pp |
| Employer contribution / active EE | $4,625 | $3,713+24.6% | $4,933-6.2% | $2,755+67.9% |
| Participant deferral / active EE | $10,580 | $6,644+59.3% | $8,070+31.1% | $4,296+146.3% |
| Admin fee / account holder | $4,332 | $7,941-45.4% | $12,998-66.7% | $6,918-37.4% |