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 | $133,916 | $122,239+9.6% | $184,203-27.3% | $74,495+79.8% |
| Participation rate | 88.0% | 85.5%+2.6pp | 86.8%+1.2pp | 67.2%+20.8pp |
| Annual return | 12.56% | 19.95%-7.4pp | 28.81%-16.2pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,785 | $4,537-60.7% | $6,427-72.2% | $2,623-32.0% |
| Participant deferral / active EE | $4,990 | $7,139-30.1% | $9,131-45.4% | $4,346+14.8% |
| Admin fee / account holder | $3,177 | $1,260+152.2% | $13,901-77.1% | $1,942+63.6% |