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 | $110,300 | $101,618+8.5% | $93,063+18.5% | $137,256-19.6% |
| Participation rate | 81.8% | 74.9%+6.9pp | 72.1%+9.7pp | 80.0%+1.9pp |
| Annual return | 18.70% | 223.95%-205.2pp | 34.15%-15.5pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,409 | $2,707-11.0% | $2,476-2.7% | $4,156-42.0% |
| Participant deferral / active EE | $7,626 | $4,279+78.2% | $3,958+92.7% | $6,407+19.0% |
| Admin fee / account holder | $17,003 | $6,198+174.3% | $6,033+181.8% | $12,270+38.6% |