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 | $104,817 | $107,334-2.3% | $92,893+12.8% | $152,861-31.4% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 24.33% | 145.58%-121.3pp | 109.41%-85.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,358 | $4,221-44.1% | $3,653-35.5% | $4,762-50.5% |
| Participant deferral / active EE | $7,505 | $4,845+54.9% | $4,236+77.2% | $5,850+28.3% |
| Admin fee / account holder | $624 | $7,079-91.2% | $5,794-89.2% | $11,596-94.6% |