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 | $98,566 | $102,317-3.7% | $146,958-32.9% | $80,856+21.9% |
| Participation rate | 91.6% | 75.8%+15.7pp | 82.2%+9.4pp | 67.6%+23.9pp |
| Annual return | 13.62% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $10,594 | $3,713+185.3% | $4,933+114.8% | $2,755+284.6% |
| Participant deferral / active EE | $7,737 | $6,644+16.5% | $8,070-4.1% | $4,296+80.1% |
| Admin fee / account holder | $1,533 | $7,941-80.7% | $12,998-88.2% | $6,918-77.8% |