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 | $103,300 | $102,317+1.0% | $146,958-29.7% | $80,856+27.8% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 19.17% | 134.76%-115.6pp | 418.34%-399.2pp | 35.59%-16.4pp |
| Employer contribution / active EE | $3,332 | $3,713-10.3% | $4,933-32.5% | $2,755+20.9% |
| Participant deferral / active EE | $7,698 | $6,644+15.9% | $8,070-4.6% | $4,296+79.2% |
| Admin fee / account holder | $4,306 | $7,941-45.8% | $12,998-66.9% | $6,918-37.8% |