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 | $110,173 | $102,317+7.7% | $146,958-25.0% | $80,856+36.3% |
| Participation rate | 70.5% | 75.8%-5.3pp | 82.2%-11.7pp | 67.6%+2.9pp |
| Annual return | 15.10% | 134.76%-119.7pp | 418.34%-403.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,115 | $3,713-16.1% | $4,933-36.9% | $2,755+13.1% |
| Participant deferral / active EE | $5,963 | $6,644-10.2% | $8,070-26.1% | $4,296+38.8% |
| Admin fee / account holder | $16,074 | $7,941+102.4% | $12,998+23.7% | $6,918+132.3% |