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 | $122,543 | $133,922-8.5% | $116,228+5.4% | $142,382-13.9% |
| Participation rate | 94.4% | 77.9%+16.6pp | 74.6%+19.9pp | 80.1%+14.3pp |
| Annual return | 11.06% | 147.76%-136.7pp | 90.06%-79.0pp | 217.08%-206.0pp |
| Employer contribution / active EE | $7,210 | $3,446+109.3% | $2,994+140.8% | $4,299+67.7% |
| Participant deferral / active EE | $2,842 | $5,672-49.9% | $4,953-42.6% | $6,507-56.3% |
| Admin fee / account holder | $10,947 | $14,945-26.7% | $11,989-8.7% | $12,624-13.3% |