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 | $89,417 | $85,202+4.9% | $172,739-48.2% | $72,985+22.5% |
| Participation rate | 94.1% | 70.1%+24.1pp | 82.6%+11.5pp | 69.5%+24.6pp |
| Annual return | 22.07% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,392 | $3,324-28.1% | $5,143-53.5% | $2,440-2.0% |
| Participant deferral / active EE | $4,034 | $3,260+23.7% | $5,198-22.4% | $3,607+11.8% |
| Admin fee / account holder | $4,233 | $5,884-28.1% | $13,954-69.7% | $5,124-17.4% |