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 | $102,634 | $100,041+2.6% | $149,718-31.4% | $70,131+46.3% |
| Participation rate | 84.6% | 83.6%+1.0pp | 87.1%-2.5pp | 69.5%+15.1pp |
| Annual return | 34.36% | 27.43%+6.9pp | 1501.63%-1467.3pp | 73.14%-38.8pp |
| Employer contribution / active EE | $7,777 | $3,662+112.4% | $5,445+42.8% | $2,342+232.0% |
| Participant deferral / active EE | $14,041 | $4,983+181.8% | $6,569+113.7% | $3,332+321.4% |
| Admin fee / account holder | $4,859 | $8,286-41.4% | $11,283-56.9% | $4,645+4.6% |