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 | $102,737 | $129,217-20.5% | $93,406+10.0% | $158,922-35.4% |
| Participation rate | 95.0% | 71.0%+24.0pp | 66.8%+28.2pp | 82.0%+13.0pp |
| Annual return | 19.16% | 118.21%-99.1pp | 78.05%-58.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,999 | $2,711+10.6% | $2,075+44.5% | $4,761-37.0% |
| Participant deferral / active EE | $3,715 | $3,909-4.9% | $3,126+18.9% | $5,982-37.9% |
| Admin fee / account holder | $3,620 | $7,383-51.0% | $5,230-30.8% | $11,246-67.8% |