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 | $100,911 | $89,753+12.4% | $107,525-6.2% | $84,808+19.0% |
| Participation rate | 89.5% | 68.1%+21.4pp | 75.1%+14.4pp | 68.3%+21.2pp |
| Annual return | 15.01% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,573 | $3,113-49.5% | $3,754-58.1% | $2,631-40.2% |
| Participant deferral / active EE | $5,256 | $4,056+29.6% | $5,116+2.7% | $4,212+24.8% |
| Admin fee / account holder | $4,279 | $7,222-40.7% | $8,919-52.0% | $7,344-41.7% |