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 | $111,717 | $98,750+13.1% | $149,696-25.4% | $79,858+39.9% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.6%+11.1pp |
| Annual return | 19.52% | 27.43%-7.9pp | 276.60%-257.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,034 | $3,216-36.8% | $4,644-56.2% | $2,471-17.7% |
| Participant deferral / active EE | $9,261 | $5,680+63.0% | $6,842+35.4% | $3,740+147.6% |
| Admin fee / account holder | $6,176 | $6,053+2.0% | $9,309-33.7% | $5,306+16.4% |