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 | $110,189 | $91,552+20.4% | $133,956-17.7% | $79,858+38.0% |
| Participation rate | 92.0% | 73.3%+18.7pp | 79.8%+12.2pp | 69.6%+22.4pp |
| Annual return | 13.27% | 61.85%-48.6pp | 45.09%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,989 | $2,384+25.4% | $3,919-23.7% | $2,471+21.0% |
| Participant deferral / active EE | $7,095 | $3,733+90.0% | $5,048+40.6% | $3,740+89.7% |
| Admin fee / account holder | $11,827 | $6,321+87.1% | $8,927+32.5% | $5,306+122.9% |