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 | $109,554 | $102,317+7.1% | $146,958-25.5% | $80,856+35.5% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.2%+2.1pp | 67.6%+16.6pp |
| Annual return | 20.08% | 134.76%-114.7pp | 418.34%-398.3pp | 35.59%-15.5pp |
| Employer contribution / active EE | $2,402 | $3,713-35.3% | $4,933-51.3% | $2,755-12.8% |
| Participant deferral / active EE | $7,107 | $6,644+7.0% | $8,070-11.9% | $4,296+65.4% |
| Admin fee / account holder | $9,246 | $7,941+16.4% | $12,998-28.9% | $6,918+33.6% |