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 | $112,353 | $89,753+25.2% | $107,525+4.5% | $84,808+32.5% |
| Participation rate | 79.6% | 68.1%+11.5pp | 75.1%+4.5pp | 68.3%+11.3pp |
| Annual return | 15.32% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,295 | $3,113+5.8% | $3,754-12.2% | $2,631+25.2% |
| Participant deferral / active EE | $7,878 | $4,056+94.2% | $5,116+54.0% | $4,212+87.1% |
| Admin fee / account holder | $7,263 | $7,222+0.6% | $8,919-18.6% | $7,344-1.1% |