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 | $130,863 | $124,281+5.3% | $109,143+19.9% | $167,490-21.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.38% | 26.04%-13.7pp | 25.75%-13.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,020 | $4,207-52.0% | $3,722-45.7% | $4,837-58.2% |
| Participant deferral / active EE | $4,940 | $5,255-6.0% | $4,653+6.2% | $6,341-22.1% |
| Admin fee / account holder | $32,803 | $7,970+311.6% | $6,752+385.8% | $12,309+166.5% |