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 | $109,205 | $105,181+3.8% | $159,436-31.5% | $85,850+27.2% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.8%+10.3pp | 69.3%+23.8pp |
| Annual return | 15.88% | 45.07%-29.2pp | 263.57%-247.7pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,160 | $3,318-65.0% | $4,829-76.0% | $2,565-54.8% |
| Participant deferral / active EE | $6,139 | $5,945+3.3% | $7,352-16.5% | $3,952+55.3% |
| Admin fee / account holder | $3,908 | $6,933-43.6% | $10,799-63.8% | $6,260-37.6% |