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 | $97,733 | $89,753+8.9% | $107,525-9.1% | $84,808+15.2% |
| Participation rate | 89.3% | 68.1%+21.2pp | 75.1%+14.2pp | 68.3%+21.0pp |
| Annual return | 202.18% | 29.48%+172.7pp | 181.32%+20.9pp | 40.90%+161.3pp |
| Employer contribution / active EE | $1,424 | $3,113-54.2% | $3,754-62.0% | $2,631-45.9% |
| Participant deferral / active EE | $2,598 | $4,056-35.9% | $5,116-49.2% | $4,212-38.3% |
| Admin fee / account holder | $2,514 | $7,222-65.2% | $8,919-71.8% | $7,344-65.8% |