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 | $108,926 | $81,208+34.1% | $98,907+10.1% | $79,858+36.4% |
| Participation rate | 88.1% | 72.5%+15.6pp | 76.0%+12.1pp | 69.6%+18.5pp |
| Annual return | 14.09% | 60.99%-46.9pp | 196.43%-182.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,525 | $1,960-22.2% | $2,689-43.3% | $2,471-38.3% |
| Participant deferral / active EE | $3,691 | $3,265+13.0% | $4,244-13.0% | $3,740-1.3% |
| Admin fee / account holder | $9,422 | $6,013+56.7% | $6,642+41.9% | $5,306+77.6% |