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 | $82,903 | $89,739-7.6% | $149,718-44.6% | $62,292+33.1% |
| Participation rate | 99.1% | 85.1%+14.0pp | 87.1%+12.0pp | 69.5%+29.5pp |
| Annual return | 22.75% | 21.01%+1.7pp | 1501.63%-1478.9pp | 28.90%-6.1pp |
| Employer contribution / active EE | $5,733 | $3,233+77.3% | $5,445+5.3% | $2,042+180.7% |
| Participant deferral / active EE | $6,448 | $4,797+34.4% | $6,569-1.8% | $3,169+103.5% |
| Admin fee / account holder | $2,966 | $551+438.1% | $11,283-73.7% | $479+518.8% |