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 | $98,852 | $102,317-3.4% | $146,958-32.7% | $80,856+22.3% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 13.66% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $4,099 | $3,713+10.4% | $4,933-16.9% | $2,755+48.8% |
| Participant deferral / active EE | $8,971 | $6,644+35.0% | $8,070+11.2% | $4,296+108.8% |
| Admin fee / account holder | $4,027 | $7,941-49.3% | $12,998-69.0% | $6,918-41.8% |