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 | $114,890 | $88,672+29.6% | $105,223+9.2% | $82,448+39.3% |
| Participation rate | 77.6% | 67.9%+9.7pp | 75.0%+2.6pp | 68.1%+9.6pp |
| Annual return | 19.63% | 30.86%-11.2pp | 180.65%-161.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $3,288 | $3,048+7.9% | $3,689-10.9% | $2,551+28.9% |
| Participant deferral / active EE | $6,441 | $4,036+59.6% | $5,072+27.0% | $4,139+55.6% |
| Admin fee / account holder | $2,511 | $7,146-64.9% | $8,859-71.7% | $7,234-65.3% |