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 | $107,886 | $118,680-9.1% | $98,907+9.1% | $158,922-32.1% |
| Participation rate | 86.4% | 77.8%+8.5pp | 76.0%+10.3pp | 82.0%+4.4pp |
| Annual return | 9.48% | 372.35%-362.9pp | 196.43%-187.0pp | 302.83%-293.3pp |
| Employer contribution / active EE | $2,379 | $3,333-28.6% | $2,689-11.5% | $4,761-50.0% |
| Participant deferral / active EE | $5,112 | $5,088+0.5% | $4,244+20.4% | $5,982-14.5% |
| Admin fee / account holder | $13,094 | $10,131+29.2% | $6,642+97.1% | $11,246+16.4% |