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 | $112,786 | $89,753+25.7% | $107,525+4.9% | $84,808+33.0% |
| Participation rate | 89.7% | 68.1%+21.7pp | 75.1%+14.7pp | 68.3%+21.4pp |
| Annual return | 15.30% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,043 | $3,113-2.3% | $3,754-18.9% | $2,631+15.7% |
| Participant deferral / active EE | $9,695 | $4,056+139.0% | $5,116+89.5% | $4,212+130.2% |
| Admin fee / account holder | $2,654 | $7,222-63.3% | $8,919-70.2% | $7,344-63.9% |