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 | $92,304 | $88,672+4.1% | $105,223-12.3% | $82,448+12.0% |
| Participation rate | 86.1% | 67.9%+18.2pp | 75.0%+11.1pp | 68.1%+18.0pp |
| Annual return | 24.90% | 30.86%-6.0pp | 180.65%-155.8pp | 41.64%-16.7pp |
| Employer contribution / active EE | $3,200 | $3,048+5.0% | $3,689-13.2% | $2,551+25.4% |
| Participant deferral / active EE | $7,385 | $4,036+83.0% | $5,072+45.6% | $4,139+78.4% |
| Admin fee / account holder | $3,384 | $7,146-52.6% | $8,859-61.8% | $7,234-53.2% |