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 | $124,835 | $114,381+9.1% | $107,525+16.1% | $142,382-12.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 15.31% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $8,242 | $4,015+105.3% | $3,754+119.6% | $4,299+91.7% |
| Participant deferral / active EE | $7,175 | $5,564+28.9% | $5,116+40.3% | $6,507+10.3% |
| Admin fee / account holder | $15,984 | $9,860+62.1% | $8,919+79.2% | $12,624+26.6% |