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 | $103,871 | $99,985+3.9% | $146,665-29.2% | $85,850+21.0% |
| Participation rate | 86.2% | 73.1%+13.1pp | 80.1%+6.1pp | 69.3%+16.9pp |
| Annual return | 15.81% | 18.93%-3.1pp | 22.74%-6.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $7,356 | $2,559+187.5% | $4,136+77.8% | $2,565+186.8% |
| Participant deferral / active EE | $3,896 | $4,006-2.7% | $5,506-29.2% | $3,952-1.4% |
| Admin fee / account holder | $5,416 | $7,702-29.7% | $10,280-47.3% | $6,260-13.5% |