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 | $102,200 | $109,982-7.1% | $97,226+5.1% | $145,922-30.0% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 18.10% | 242.90%-224.8pp | 75.13%-57.0pp | 561.29%-543.2pp |
| Employer contribution / active EE | $2,706 | $3,084-12.3% | $2,729-0.8% | $4,660-41.9% |
| Participant deferral / active EE | $4,503 | $4,676-3.7% | $4,264+5.6% | $6,688-32.7% |
| Admin fee / account holder | $10,215 | $6,221+64.2% | $5,654+80.7% | $13,397-23.7% |