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 | $125,854 | $102,317+23.0% | $146,958-14.4% | $80,856+55.7% |
| Participation rate | 91.2% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 17.71% | 134.76%-117.0pp | 418.34%-400.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $2,519 | $3,713-32.1% | $4,933-48.9% | $2,755-8.5% |
| Participant deferral / active EE | $7,142 | $6,644+7.5% | $8,070-11.5% | $4,296+66.2% |
| Admin fee / account holder | $4,308 | $7,941-45.7% | $12,998-66.9% | $6,918-37.7% |