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 | $101,513 | $102,966-1.4% | $90,281+12.4% | $152,861-33.6% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 18.59% | 95.16%-76.6pp | 78.10%-59.5pp | 345.32%-326.7pp |
| Employer contribution / active EE | $3,642 | $3,139+16.0% | $2,854+27.6% | $4,762-23.5% |
| Participant deferral / active EE | $8,319 | $4,281+94.3% | $3,885+114.1% | $5,850+42.2% |
| Admin fee / account holder | $36,031 | $6,171+483.9% | $5,351+573.3% | $11,596+210.7% |