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 | $101,279 | $102,317-1.0% | $146,958-31.1% | $80,856+25.3% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 14.81% | 134.76%-120.0pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,515 | $3,713-32.3% | $4,933-49.0% | $2,755-8.7% |
| Participant deferral / active EE | $7,124 | $6,644+7.2% | $8,070-11.7% | $4,296+65.8% |
| Admin fee / account holder | $12,303 | $7,941+54.9% | $12,998-5.3% | $6,918+77.8% |