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 | $120,185 | $104,251+15.3% | $91,001+32.1% | $147,584-18.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.45% | 27.06%-11.6pp | 4.60%+10.9pp | 578.55%-563.1pp |
| Employer contribution / active EE | $842 | $3,116-73.0% | $2,456-65.7% | $4,876-82.7% |
| Participant deferral / active EE | $4,162 | $4,195-0.8% | $3,547+17.3% | $5,439-23.5% |
| Admin fee / account holder | $6,554 | $8,948-26.8% | $5,417+21.0% | $10,885-39.8% |