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 | $99,959 | $104,251-4.1% | $91,001+9.8% | $147,584-32.3% |
| Participation rate | 95.7% | 78.2%+17.4pp | 75.6%+20.1pp | 82.8%+12.8pp |
| Annual return | 15.96% | 27.06%-11.1pp | 4.60%+11.4pp | 578.55%-562.6pp |
| Employer contribution / active EE | $3,742 | $3,116+20.1% | $2,456+52.4% | $4,876-23.3% |
| Participant deferral / active EE | $4,971 | $4,195+18.5% | $3,547+40.1% | $5,439-8.6% |
| Admin fee / account holder | $750 | $8,948-91.6% | $5,417-86.2% | $10,885-93.1% |