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 | $98,214 | $105,181-6.6% | $159,436-38.4% | $85,850+14.4% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.8%+12.6pp | 69.3%+26.1pp |
| Annual return | 17.94% | 45.07%-27.1pp | 263.57%-245.6pp | 318.53%-300.6pp |
| Employer contribution / active EE | $3,332 | $3,318+0.4% | $4,829-31.0% | $2,565+29.9% |
| Participant deferral / active EE | $6,987 | $5,945+17.5% | $7,352-5.0% | $3,952+76.8% |
| Admin fee / account holder | $1,568 | $6,933-77.4% | $10,799-85.5% | $6,260-74.9% |