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 | $105,642 | $118,680-11.0% | $98,907+6.8% | $158,922-33.5% |
| Participation rate | 93.8% | 77.8%+15.9pp | 76.0%+17.7pp | 82.0%+11.8pp |
| Annual return | 14.88% | 372.35%-357.5pp | 196.43%-181.5pp | 302.83%-287.9pp |
| Employer contribution / active EE | $4,642 | $3,333+39.3% | $2,689+72.6% | $4,761-2.5% |
| Participant deferral / active EE | $1,978 | $5,088-61.1% | $4,244-53.4% | $5,982-66.9% |
| Admin fee / account holder | $12,326 | $10,131+21.7% | $6,642+85.6% | $11,246+9.6% |