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 | $103,098 | $103,376-0.3% | $87,100+18.4% | $152,861-32.6% |
| Participation rate | 81.3% | 79.3%+1.9pp | 76.9%+4.4pp | 82.4%-1.2pp |
| Annual return | 18.43% | 28.10%-9.7pp | 28.19%-9.8pp | 345.32%-326.9pp |
| Employer contribution / active EE | $4,312 | $3,220+33.9% | $2,521+71.0% | $4,762-9.5% |
| Participant deferral / active EE | $8,538 | $4,778+78.7% | $4,049+110.9% | $5,850+45.9% |
| Admin fee / account holder | $321 | $12,205-97.4% | $7,497-95.7% | $11,596-97.2% |