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 | $122,725 | $95,416+28.6% | $185,823-34.0% | $85,850+43.0% |
| Participation rate | 91.4% | 68.8%+22.7pp | 81.7%+9.7pp | 69.3%+22.1pp |
| Annual return | 13.37% | 23.59%-10.2pp | 122.05%-108.7pp | 318.53%-305.2pp |
| Employer contribution / active EE | $4,144 | $3,314+25.0% | $5,167-19.8% | $2,565+61.5% |
| Participant deferral / active EE | $6,068 | $3,423+77.3% | $5,568+9.0% | $3,952+53.6% |
| Admin fee / account holder | $8,795 | $7,213+21.9% | $16,237-45.8% | $6,260+40.5% |