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 | $124,228 | $105,181+18.1% | $159,436-22.1% | $85,850+44.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.8%+4.7pp | 69.3%+18.2pp |
| Annual return | 14.59% | 45.07%-30.5pp | 263.57%-249.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,928 | $3,318-11.8% | $4,829-39.4% | $2,565+14.2% |
| Participant deferral / active EE | $7,699 | $5,945+29.5% | $7,352+4.7% | $3,952+94.8% |
| Admin fee / account holder | $792 | $6,933-88.6% | $10,799-92.7% | $6,260-87.4% |