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 | $106,601 | $116,175-8.2% | $93,606+13.9% | $152,861-30.3% |
| Participation rate | 84.2% | 78.0%+6.2pp | 75.8%+8.4pp | 82.4%+1.8pp |
| Annual return | 23.85% | 35.96%-12.1pp | 32.76%-8.9pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,451 | $3,218-23.8% | $2,718-9.8% | $4,762-48.5% |
| Participant deferral / active EE | $11,095 | $4,603+141.0% | $4,069+172.7% | $5,850+89.6% |
| Admin fee / account holder | $21,277 | $10,748+98.0% | $7,888+169.7% | $11,596+83.5% |