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 | $85,386 | $115,770-26.2% | $101,248-15.7% | $158,922-46.3% |
| Participation rate | 88.2% | 79.4%+8.9pp | 75.8%+12.4pp | 82.0%+6.3pp |
| Annual return | 13.39% | 56.14%-42.8pp | 46.47%-33.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,662 | $4,175-36.2% | $3,660-27.3% | $4,761-44.1% |
| Participant deferral / active EE | $6,244 | $4,957+25.9% | $4,370+42.9% | $5,982+4.4% |
| Admin fee / account holder | $4,889 | $7,245-32.5% | $5,945-17.8% | $11,246-56.5% |