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 | $97,560 | $97,125+0.4% | $86,233+13.1% | $137,256-28.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 19.77% | 74.19%-54.4pp | 61.39%-41.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $4,527 | $2,841+59.3% | $2,504+80.8% | $4,156+8.9% |
| Participant deferral / active EE | $10,097 | $5,180+94.9% | $4,559+121.5% | $6,407+57.6% |
| Admin fee / account holder | $6,961 | $9,725-28.4% | $8,342-16.6% | $12,270-43.3% |