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 | $101,630 | $100,041+1.6% | $149,718-32.1% | $70,131+44.9% |
| Participation rate | 95.9% | 83.6%+12.3pp | 87.1%+8.8pp | 69.5%+26.4pp |
| Annual return | 24.55% | 27.43%-2.9pp | 1501.63%-1477.1pp | 73.14%-48.6pp |
| Employer contribution / active EE | $1,479 | $3,662-59.6% | $5,445-72.8% | $2,342-36.9% |
| Participant deferral / active EE | $3,956 | $4,983-20.6% | $6,569-39.8% | $3,332+18.8% |
| Admin fee / account holder | $717 | $8,286-91.3% | $11,283-93.6% | $4,645-84.6% |