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 | $112,608 | $107,334+4.9% | $92,893+21.2% | $152,861-26.3% |
| Participation rate | 77.3% | 79.8%-2.5pp | 76.0%+1.3pp | 82.4%-5.2pp |
| Annual return | 18.72% | 145.58%-126.9pp | 109.41%-90.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $15,274 | $4,221+261.8% | $3,653+318.1% | $4,762+220.7% |
| Participant deferral / active EE | $4,799 | $4,845-0.9% | $4,236+13.3% | $5,850-18.0% |
| Admin fee / account holder | $17,982 | $7,079+154.0% | $5,794+210.4% | $11,596+55.1% |