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 | $109,412 | $88,672+23.4% | $105,223+4.0% | $82,448+32.7% |
| Participation rate | 98.4% | 67.9%+30.5pp | 75.0%+23.4pp | 68.1%+30.3pp |
| Annual return | 15.25% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,762 | $3,048+56.2% | $3,689+29.1% | $2,551+86.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,381 | $7,146-66.7% | $8,859-73.1% | $7,234-67.1% |