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 | $114,733 | $105,181+9.1% | $159,436-28.0% | $85,850+33.6% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.8%+14.6pp | 69.3%+28.1pp |
| Annual return | 15.04% | 45.07%-30.0pp | 263.57%-248.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $2,935 | $3,318-11.6% | $4,829-39.2% | $2,565+14.4% |
| Participant deferral / active EE | $6,291 | $5,945+5.8% | $7,352-14.4% | $3,952+59.2% |
| Admin fee / account holder | $1,986 | $6,933-71.4% | $10,799-81.6% | $6,260-68.3% |