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 | $98,988 | $102,966-3.9% | $90,281+9.6% | $152,861-35.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.30% | 95.16%-71.9pp | 78.10%-54.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,495 | $3,139+11.4% | $2,854+22.4% | $4,762-26.6% |
| Participant deferral / active EE | $6,433 | $4,281+50.2% | $3,885+65.6% | $5,850+10.0% |
| Admin fee / account holder | $1,023 | $6,171-83.4% | $5,351-80.9% | $11,596-91.2% |