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 9-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 | $110,355 | $89,753+23.0% | $107,525+2.6% | $84,808+30.1% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 17.31% | 29.48%-12.2pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,449 | $3,113-21.3% | $3,754-34.8% | $2,631-6.9% |
| Participant deferral / active EE | $5,321 | $4,056+31.2% | $5,116+4.0% | $4,212+26.3% |
| Admin fee / account holder | $11,966 | $7,222+65.7% | $8,919+34.2% | $7,344+62.9% |