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 | $85,055 | $84,233+1.0% | $170,442-50.1% | $70,131+21.3% |
| Participation rate | 89.9% | 70.8%+19.0pp | 83.6%+6.3pp | 69.5%+20.3pp |
| Annual return | 17.19% | 23.06%-5.9pp | 205.93%-188.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $5,676 | $3,387+67.6% | $5,433+4.5% | $2,342+142.3% |
| Participant deferral / active EE | $4,528 | $3,086+46.7% | $4,939-8.3% | $3,332+35.9% |
| Admin fee / account holder | $14,372 | $5,698+152.2% | $13,880+3.5% | $4,645+209.4% |