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 | $127,886 | $125,758+1.7% | $169,993-24.8% | $75,163+70.1% |
| Participation rate | 93.2% | 83.6%+9.6pp | 87.0%+6.2pp | 67.2%+26.0pp |
| Annual return | 36.18% | 27.20%+9.0pp | 53.37%-17.2pp | 160.62%-124.4pp |
| Employer contribution / active EE | $2,906 | $4,615-37.0% | $6,785-57.2% | $2,670+8.9% |
| Participant deferral / active EE | $6,744 | $6,837-1.4% | $10,408-35.2% | $4,125+63.5% |
| Admin fee / account holder | $17,617 | $8,173+115.5% | $12,815+37.5% | $5,651+211.8% |