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 | $105,908 | $115,770-8.5% | $101,248+4.6% | $158,922-33.4% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 20.63% | 56.14%-35.5pp | 46.47%-25.8pp | 302.83%-282.2pp |
| Employer contribution / active EE | $2,837 | $4,175-32.0% | $3,660-22.5% | $4,761-40.4% |
| Participant deferral / active EE | $8,215 | $4,957+65.7% | $4,370+88.0% | $5,982+37.3% |
| Admin fee / account holder | $2,696 | $7,245-62.8% | $5,945-54.7% | $11,246-76.0% |