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 | $106,872 | $102,317+4.5% | $146,958-27.3% | $80,856+32.2% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 17.77% | 134.76%-117.0pp | 418.34%-400.6pp | 35.59%-17.8pp |
| Employer contribution / active EE | $4,042 | $3,713+8.9% | $4,933-18.1% | $2,755+46.7% |
| Participant deferral / active EE | $9,728 | $6,644+46.4% | $8,070+20.6% | $4,296+126.5% |
| Admin fee / account holder | $1,697 | $7,941-78.6% | $12,998-86.9% | $6,918-75.5% |