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 | $111,900 | $105,181+6.4% | $159,436-29.8% | $85,850+30.3% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.8%+4.7pp | 69.3%+18.2pp |
| Annual return | 17.97% | 45.07%-27.1pp | 263.57%-245.6pp | 318.53%-300.6pp |
| Employer contribution / active EE | $4,491 | $3,318+35.3% | $4,829-7.0% | $2,565+75.1% |
| Participant deferral / active EE | $7,463 | $5,945+25.5% | $7,352+1.5% | $3,952+88.9% |
| Admin fee / account holder | $14,377 | $6,933+107.4% | $10,799+33.1% | $6,260+129.7% |