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 | $109,035 | $102,966+5.9% | $90,281+20.8% | $152,861-28.7% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 26.19% | 95.16%-69.0pp | 78.10%-51.9pp | 345.32%-319.1pp |
| Employer contribution / active EE | $5,199 | $3,139+65.6% | $2,854+82.1% | $4,762+9.2% |
| Participant deferral / active EE | $11,496 | $4,281+168.5% | $3,885+195.9% | $5,850+96.5% |
| Admin fee / account holder | $948 | $6,171-84.6% | $5,351-82.3% | $11,596-91.8% |