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 | $94,264 | $127,065-25.8% | $113,168-16.7% | $142,382-33.8% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 17.90% | 24.03%-6.1pp | 24.27%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,906 | $3,442-15.6% | $2,975-2.3% | $4,299-32.4% |
| Participant deferral / active EE | $12,827 | $5,716+124.4% | $5,107+151.2% | $6,507+97.1% |
| Admin fee / account holder | $853 | $15,736-94.6% | $12,068-92.9% | $12,624-93.2% |