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 | $107,254 | $88,672+21.0% | $105,223+1.9% | $82,448+30.1% |
| Participation rate | 96.6% | 67.9%+28.6pp | 75.0%+21.5pp | 68.1%+28.5pp |
| Annual return | 14.31% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $3,917 | $3,048+28.5% | $3,689+6.2% | $2,551+53.5% |
| Participant deferral / active EE | $4,358 | $4,036+8.0% | $5,072-14.1% | $4,139+5.3% |
| Admin fee / account holder | $12,666 | $7,146+77.2% | $8,859+43.0% | $7,234+75.1% |