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 | $140,592 | $88,672+58.6% | $105,223+33.6% | $82,448+70.5% |
| Participation rate | 77.7% | 67.9%+9.7pp | 75.0%+2.6pp | 68.1%+9.6pp |
| Annual return | 14.39% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,768 | $3,048-9.2% | $3,689-25.0% | $2,551+8.5% |
| Participant deferral / active EE | $4,520 | $4,036+12.0% | $5,072-10.9% | $4,139+9.2% |
| Admin fee / account holder | $9,181 | $7,146+28.5% | $8,859+3.6% | $7,234+26.9% |