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 | $101,695 | $98,750+3.0% | $149,696-32.1% | $79,858+27.3% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 14.94% | 27.43%-12.5pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,549 | $3,216-20.7% | $4,644-45.1% | $2,471+3.2% |
| Participant deferral / active EE | $5,704 | $5,680+0.4% | $6,842-16.6% | $3,740+52.5% |
| Admin fee / account holder | $20,233 | $6,053+234.3% | $9,309+117.4% | $5,306+281.3% |