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 | $119,025 | $89,753+32.6% | $107,525+10.7% | $84,808+40.3% |
| Participation rate | 75.9% | 68.1%+7.8pp | 75.1%+0.8pp | 68.3%+7.6pp |
| Annual return | 13.07% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,135 | $3,113+0.7% | $3,754-16.5% | $2,631+19.2% |
| Participant deferral / active EE | $6,669 | $4,056+64.4% | $5,116+30.4% | $4,212+58.4% |
| Admin fee / account holder | $19,312 | $7,222+167.4% | $8,919+116.5% | $7,344+163.0% |