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 | $101,532 | $89,753+13.1% | $107,525-5.6% | $84,808+19.7% |
| Participation rate | 70.0% | 68.1%+1.9pp | 75.1%-5.1pp | 68.3%+1.7pp |
| Annual return | 15.20% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $4,915 | $3,113+57.9% | $3,754+30.9% | $2,631+86.8% |
| Participant deferral / active EE | $9,688 | $4,056+138.9% | $5,116+89.4% | $4,212+130.0% |
| Admin fee / account holder | $21,553 | $7,222+198.4% | $8,919+141.7% | $7,344+193.5% |