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 | $114,560 | $89,753+27.6% | $107,525+6.5% | $84,808+35.1% |
| Participation rate | 70.4% | 68.1%+2.4pp | 75.1%-4.7pp | 68.3%+2.1pp |
| Annual return | 13.77% | 29.48%-15.7pp | 181.32%-167.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,990 | $3,113+28.2% | $3,754+6.3% | $2,631+51.7% |
| Participant deferral / active EE | $2,662 | $4,056-34.4% | $5,116-48.0% | $4,212-36.8% |
| Admin fee / account holder | $34,640 | $7,222+379.6% | $8,919+288.4% | $7,344+371.7% |