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 | $110,129 | $102,966+7.0% | $90,281+22.0% | $152,861-28.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 19.10% | 95.16%-76.1pp | 78.10%-59.0pp | 345.32%-326.2pp |
| Employer contribution / active EE | $4,077 | $3,139+29.9% | $2,854+42.8% | $4,762-14.4% |
| Participant deferral / active EE | $4,474 | $4,281+4.5% | $3,885+15.1% | $5,850-23.5% |
| Admin fee / account holder | $908 | $6,171-85.3% | $5,351-83.0% | $11,596-92.2% |