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 | $90,756 | $89,355+1.6% | $141,162-35.7% | $72,985+24.3% |
| Participation rate | 96.4% | 75.1%+21.2pp | 82.5%+13.9pp | 69.5%+26.9pp |
| Annual return | 30.56% | 111.85%-81.3pp | 71.39%-40.8pp | 81.00%-50.4pp |
| Employer contribution / active EE | $2,038 | $3,114-34.6% | $4,735-57.0% | $2,440-16.5% |
| Participant deferral / active EE | $4,379 | $5,418-19.2% | $6,709-34.7% | $3,607+21.4% |
| Admin fee / account holder | $12,406 | $5,958+108.2% | $10,261+20.9% | $5,124+142.1% |