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 | $97,640 | $104,907-6.9% | $84,611+15.4% | $152,861-36.1% |
| Participation rate | 95.8% | 74.8%+21.0pp | 68.2%+27.6pp | 82.4%+13.4pp |
| Annual return | 22.99% | 373.79%-350.8pp | 258.74%-235.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,196 | $3,302-33.5% | $2,652-17.2% | $4,762-53.9% |
| Participant deferral / active EE | $3,845 | $4,688-18.0% | $3,899-1.4% | $5,850-34.3% |
| Admin fee / account holder | $2,473 | $6,241-60.4% | $4,912-49.7% | $11,596-78.7% |