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 | $103,491 | $112,096-7.7% | $95,952+7.9% | $158,922-34.9% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 14.35% | 171.09%-156.7pp | 91.61%-77.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,627 | $3,198-17.9% | $2,541+3.4% | $4,761-44.8% |
| Participant deferral / active EE | $8,105 | $4,784+69.4% | $4,167+94.5% | $5,982+35.5% |
| Admin fee / account holder | $7,143 | $10,130-29.5% | $6,795+5.1% | $11,246-36.5% |