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 | $103,124 | $105,181-2.0% | $159,436-35.3% | $85,850+20.1% |
| Participation rate | 98.0% | 75.8%+22.3pp | 82.8%+15.2pp | 69.3%+28.7pp |
| Annual return | 15.87% | 45.07%-29.2pp | 263.57%-247.7pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,323 | $3,318-60.1% | $4,829-72.6% | $2,565-48.4% |
| Participant deferral / active EE | $9,160 | $5,945+54.1% | $7,352+24.6% | $3,952+131.8% |
| Admin fee / account holder | $1,111 | $6,933-84.0% | $10,799-89.7% | $6,260-82.3% |