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 | $104,567 | $98,750+5.9% | $149,696-30.1% | $79,858+30.9% |
| Participation rate | 76.1% | 75.8%+0.4pp | 82.5%-6.3pp | 69.6%+6.5pp |
| Annual return | 14.80% | 27.43%-12.6pp | 276.60%-261.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,403 | $3,216-56.4% | $4,644-69.8% | $2,471-43.2% |
| Participant deferral / active EE | $5,829 | $5,680+2.6% | $6,842-14.8% | $3,740+55.8% |
| Admin fee / account holder | $3,234 | $6,053-46.6% | $9,309-65.3% | $5,306-39.1% |