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 | $111,959 | $98,750+13.4% | $149,696-25.2% | $79,858+40.2% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.5%+16.2pp | 69.6%+29.1pp |
| Annual return | 17.11% | 27.43%-10.3pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,708 | $3,216-46.9% | $4,644-63.2% | $2,471-30.9% |
| Participant deferral / active EE | $11,954 | $5,680+110.4% | $6,842+74.7% | $3,740+219.6% |
| Admin fee / account holder | $3,864 | $6,053-36.2% | $9,309-58.5% | $5,306-27.2% |