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 | $99,596 | $114,381-12.9% | $107,525-7.4% | $142,382-30.1% |
| Participation rate | 95.5% | 78.1%+17.3pp | 75.1%+20.4pp | 80.1%+15.3pp |
| Annual return | 13.63% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $10,830 | $4,015+169.8% | $3,754+188.5% | $4,299+151.9% |
| Participant deferral / active EE | $2,952 | $5,564-46.9% | $5,116-42.3% | $6,507-54.6% |
| Admin fee / account holder | $14,350 | $9,860+45.5% | $8,919+60.9% | $12,624+13.7% |