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 | $105,036 | $102,317+2.7% | $146,958-28.5% | $80,856+29.9% |
| Participation rate | 97.6% | 75.8%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | 14.38% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $4,859 | $3,713+30.9% | $4,933-1.5% | $2,755+76.4% |
| Participant deferral / active EE | $11,402 | $6,644+71.6% | $8,070+41.3% | $4,296+165.4% |
| Admin fee / account holder | $3,817 | $7,941-51.9% | $12,998-70.6% | $6,918-44.8% |