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 | $99,867 | $89,753+11.3% | $107,525-7.1% | $84,808+17.8% |
| Participation rate | 94.0% | 68.1%+25.9pp | 75.1%+18.9pp | 68.3%+25.7pp |
| Annual return | 13.18% | 29.48%-16.3pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,573 | $3,113-49.5% | $3,754-58.1% | $2,631-40.2% |
| Participant deferral / active EE | $4,832 | $4,056+19.1% | $5,116-5.6% | $4,212+14.7% |
| Admin fee / account holder | $13,662 | $7,222+89.2% | $8,919+53.2% | $7,344+86.0% |