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 | $126,391 | $102,317+23.5% | $146,958-14.0% | $80,856+56.3% |
| Participation rate | 91.2% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 17.26% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $3,452 | $3,713-7.0% | $4,933-30.0% | $2,755+25.3% |
| Participant deferral / active EE | $9,267 | $6,644+39.5% | $8,070+14.8% | $4,296+115.7% |
| Admin fee / account holder | $5,529 | $7,941-30.4% | $12,998-57.5% | $6,918-20.1% |