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 | $102,382+7.6% | $147,005-25.1% | $80,874+36.2% |
| Participation rate | 70.5% | 75.8%-5.4pp | 82.2%-11.7pp | 67.6%+2.8pp |
| Annual return | 15.10% | 134.89%-119.8pp | 418.76%-403.7pp | 35.62%-20.5pp |
| Employer contribution / active EE | $3,115 | $3,715-16.2% | $4,934-36.9% | $2,756+13.0% |
| Participant deferral / active EE | $5,963 | $6,646-10.3% | $8,070-26.1% | $4,297+38.8% |
| Admin fee / account holder | $16,074 | $7,942+102.4% | $13,006+23.6% | $6,935+131.8% |