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 | $101,965 | $88,672+15.0% | $105,223-3.1% | $82,448+23.7% |
| Participation rate | 86.5% | 67.9%+18.6pp | 75.0%+11.5pp | 68.1%+18.5pp |
| Annual return | 14.76% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $4,079 | $3,048+33.8% | $3,689+10.6% | $2,551+59.9% |
| Participant deferral / active EE | $8,980 | $4,036+122.5% | $5,072+77.1% | $4,139+116.9% |
| Admin fee / account holder | $36,786 | $7,146+414.8% | $8,859+315.2% | $7,234+408.5% |