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 | $109,302 | $100,041+9.3% | $149,718-27.0% | $70,131+55.9% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.1%+9.5pp | 69.5%+27.0pp |
| Annual return | 13.41% | 27.43%-14.0pp | 1501.63%-1488.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $3,551 | $3,662-3.0% | $5,445-34.8% | $2,342+51.6% |
| Participant deferral / active EE | $2,674 | $4,983-46.3% | $6,569-59.3% | $3,332-19.8% |
| Admin fee / account holder | $1,078 | $8,286-87.0% | $11,283-90.4% | $4,645-76.8% |