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 | $107,547 | $99,652+7.9% | $78,778+36.5% | $147,584-27.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 20.45% | 47.28%-26.8pp | 35.62%-15.2pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,348 | $2,796-51.8% | $1,986-32.1% | $4,876-72.4% |
| Participant deferral / active EE | $1,640 | $3,664-55.2% | $2,958-44.6% | $5,439-69.8% |
| Admin fee / account holder | $7,692 | $7,155+7.5% | $5,134+49.8% | $10,885-29.3% |