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 | $112,857 | $105,181+7.3% | $159,436-29.2% | $85,850+31.5% |
| Participation rate | 94.6% | 75.8%+18.9pp | 82.8%+11.8pp | 69.3%+25.3pp |
| Annual return | 13.55% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,785 | $3,318-46.2% | $4,829-63.0% | $2,565-30.4% |
| Participant deferral / active EE | $4,603 | $5,945-22.6% | $7,352-37.4% | $3,952+16.5% |
| Admin fee / account holder | $9,707 | $6,933+40.0% | $10,799-10.1% | $6,260+55.1% |