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 | $111,509 | $91,552+21.8% | $133,956-16.8% | $79,858+39.6% |
| Participation rate | 91.4% | 73.3%+18.1pp | 79.8%+11.6pp | 69.6%+21.8pp |
| Annual return | 19.06% | 61.85%-42.8pp | 45.09%-26.0pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,506 | $2,384-36.8% | $3,919-61.6% | $2,471-39.0% |
| Participant deferral / active EE | $2,940 | $3,733-21.3% | $5,048-41.8% | $3,740-21.4% |
| Admin fee / account holder | $10,306 | $6,321+63.1% | $8,927+15.4% | $5,306+94.2% |