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 | $99,095 | $104,907-5.5% | $84,611+17.1% | $152,861-35.2% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.4%-2.4pp |
| Annual return | 24.01% | 373.79%-349.8pp | 258.74%-234.7pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,558 | $3,302-52.8% | $2,652-41.3% | $4,762-67.3% |
| Participant deferral / active EE | $6,748 | $4,688+44.0% | $3,899+73.1% | $5,850+15.4% |
| Admin fee / account holder | $3,774 | $6,241-39.5% | $4,912-23.2% | $11,596-67.5% |