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 | $101,847 | $102,317-0.5% | $146,958-30.7% | $80,856+26.0% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 13.52% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,160 | $3,713+12.0% | $4,933-15.7% | $2,755+51.0% |
| Participant deferral / active EE | $9,457 | $6,644+42.3% | $8,070+17.2% | $4,296+120.1% |
| Admin fee / account holder | $2,367 | $7,941-70.2% | $12,998-81.8% | $6,918-65.8% |