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 | $113,642 | $106,749+6.5% | $145,433-21.9% | $82,448+37.8% |
| Participation rate | 91.4% | 75.6%+15.8pp | 82.1%+9.3pp | 68.1%+23.4pp |
| Annual return | 27.44% | 27.59%-0.2pp | 66.58%-39.1pp | 41.64%-14.2pp |
| Employer contribution / active EE | $2,744 | $3,444-20.3% | $4,554-39.8% | $2,551+7.6% |
| Participant deferral / active EE | $9,592 | $6,519+47.2% | $7,897+21.5% | $4,139+131.7% |
| Admin fee / account holder | $18,980 | $8,390+126.2% | $13,129+44.6% | $7,234+162.4% |