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 | $106,121 | $74,888+41.7% | $71,209+49.0% | $142,382-25.5% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.8%+10.5pp | 80.1%+4.1pp |
| Annual return | 13.71% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,910 | $2,854-33.1% | $2,721-29.8% | $4,299-55.6% |
| Participant deferral / active EE | $6,652 | $4,454+49.3% | $4,175+59.3% | $6,507+2.2% |
| Admin fee / account holder | $746 | $5,568-86.6% | $5,349-86.1% | $12,624-94.1% |