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 | $98,751 | $84,233+17.2% | $170,442-42.1% | $70,131+40.8% |
| Participation rate | 92.9% | 70.8%+22.0pp | 83.6%+9.3pp | 69.5%+23.3pp |
| Annual return | 21.41% | 23.06%-1.7pp | 205.93%-184.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $2,498 | $3,387-26.3% | $5,433-54.0% | $2,342+6.6% |
| Participant deferral / active EE | $4,104 | $3,086+33.0% | $4,939-16.9% | $3,332+23.2% |
| Admin fee / account holder | $1,385 | $5,698-75.7% | $13,880-90.0% | $4,645-70.2% |