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 | $111,693 | $86,286+29.4% | $111,297+0.4% | $85,850+30.1% |
| Participation rate | 92.8% | 73.3%+19.4pp | 77.3%+15.4pp | 69.3%+23.4pp |
| Annual return | 16.42% | 19.99%-3.6pp | 54.65%-38.2pp | 318.53%-302.1pp |
| Employer contribution / active EE | $3,753 | $2,043+83.7% | $2,731+37.4% | $2,565+46.3% |
| Participant deferral / active EE | $4,512 | $3,641+23.9% | $4,487+0.6% | $3,952+14.2% |
| Admin fee / account holder | $3,523 | $8,188-57.0% | $7,964-55.8% | $6,260-43.7% |