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 | $102,653 | $98,750+4.0% | $149,696-31.4% | $79,858+28.5% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.5%+13.0pp | 69.6%+25.8pp |
| Annual return | 12.99% | 27.43%-14.4pp | 276.60%-263.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,312 | $3,216-59.2% | $4,644-71.8% | $2,471-46.9% |
| Participant deferral / active EE | $5,246 | $5,680-7.6% | $6,842-23.3% | $3,740+40.3% |
| Admin fee / account holder | $4,781 | $6,053-21.0% | $9,309-48.6% | $5,306-9.9% |