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 9-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 | $105,001 | $104,907+0.1% | $84,611+24.1% | $152,861-31.3% |
| Participation rate | 76.2% | 74.8%+1.4pp | 68.2%+8.0pp | 82.4%-6.3pp |
| Annual return | 19.04% | 373.79%-354.7pp | 258.74%-239.7pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,577 | $3,302-22.0% | $2,652-2.8% | $4,762-45.9% |
| Participant deferral / active EE | $4,461 | $4,688-4.8% | $3,899+14.4% | $5,850-23.8% |
| Admin fee / account holder | $2,361 | $6,241-62.2% | $4,912-51.9% | $11,596-79.6% |