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 | $108,123 | $112,096-3.5% | $95,952+12.7% | $158,922-32.0% |
| Participation rate | 94.7% | 79.0%+15.8pp | 77.1%+17.7pp | 82.0%+12.8pp |
| Annual return | 11.73% | 171.09%-159.4pp | 91.61%-79.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $3,308 | $3,198+3.4% | $2,541+30.2% | $4,761-30.5% |
| Participant deferral / active EE | $6,630 | $4,784+38.6% | $4,167+59.1% | $5,982+10.8% |
| Admin fee / account holder | $8,276 | $10,130-18.3% | $6,795+21.8% | $11,246-26.4% |