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 | $106,453 | $107,334-0.8% | $92,893+14.6% | $152,861-30.4% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.4%-5.5pp |
| Annual return | 22.68% | 145.58%-122.9pp | 109.41%-86.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,191 | $4,221-71.8% | $3,653-67.4% | $4,762-75.0% |
| Participant deferral / active EE | $5,523 | $4,845+14.0% | $4,236+30.4% | $5,850-5.6% |
| Admin fee / account holder | $10,506 | $7,079+48.4% | $5,794+81.3% | $11,596-9.4% |