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 | $110,539 | $114,381-3.4% | $107,525+2.8% | $142,382-22.4% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 19.08% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,686 | $4,015+16.7% | $3,754+24.9% | $4,299+9.0% |
| Participant deferral / active EE | $13,051 | $5,564+134.5% | $5,116+155.1% | $6,507+100.6% |
| Admin fee / account holder | $12,463 | $9,860+26.4% | $8,919+39.7% | $12,624-1.3% |