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 | $101,277 | $95,416+6.1% | $185,823-45.5% | $85,850+18.0% |
| Participation rate | 92.9% | 68.8%+24.1pp | 81.7%+11.2pp | 69.3%+23.5pp |
| Annual return | 13.79% | 23.59%-9.8pp | 122.05%-108.3pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,484 | $3,314-25.0% | $5,167-51.9% | $2,565-3.2% |
| Participant deferral / active EE | $3,929 | $3,423+14.8% | $5,568-29.4% | $3,952-0.6% |
| Admin fee / account holder | $3,755 | $7,213-47.9% | $16,237-76.9% | $6,260-40.0% |