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 | $113,555 | $111,535+1.8% | $105,223+7.9% | $137,256-17.3% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 80.0%+12.3pp |
| Annual return | 17.21% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,494 | $3,939-36.7% | $3,689-32.4% | $4,156-40.0% |
| Participant deferral / active EE | $6,108 | $5,500+11.1% | $5,072+20.4% | $6,407-4.7% |
| Admin fee / account holder | $55,076 | $9,721+466.5% | $8,859+521.7% | $12,270+348.9% |