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 | $114,868 | $116,175-1.1% | $93,606+22.7% | $152,861-24.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 16.86% | 35.96%-19.1pp | 32.76%-15.9pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,327 | $3,218-58.8% | $2,718-51.2% | $4,762-72.1% |
| Participant deferral / active EE | $8,032 | $4,603+74.5% | $4,069+97.4% | $5,850+37.3% |
| Admin fee / account holder | $15,850 | $10,748+47.5% | $7,888+100.9% | $11,596+36.7% |