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 | $109,771 | $100,754+8.9% | $86,677+26.6% | $134,475-18.4% |
| Participation rate | 89.5% | 78.9%+10.5pp | 76.6%+12.9pp | 81.2%+8.3pp |
| Annual return | -13.55% | 29.04%-42.6pp | 35.91%-49.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $4,272 | $3,489+22.4% | $2,836+50.6% | $4,740-9.9% |
| Participant deferral / active EE | $11,100 | $5,338+108.0% | $4,656+138.4% | $6,400+73.5% |
| Admin fee / account holder | $13,765 | $10,926+26.0% | $7,493+83.7% | $11,426+20.5% |