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 | $110,910 | $102,382+8.3% | $147,005-24.6% | $80,874+37.1% |
| Participation rate | 82.1% | 75.8%+6.2pp | 82.2%-0.1pp | 67.6%+14.4pp |
| Annual return | 22.18% | 134.89%-112.7pp | 418.76%-396.6pp | 35.62%-13.4pp |
| Employer contribution / active EE | $4,738 | $3,715+27.6% | $4,934-4.0% | $2,756+72.0% |
| Participant deferral / active EE | $6,267 | $6,646-5.7% | $8,070-22.3% | $4,297+45.8% |
| Admin fee / account holder | $1,026 | $7,942-87.1% | $13,006-92.1% | $6,935-85.2% |