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 | $108,657 | $117,841-7.8% | $102,423+6.1% | $145,922-25.5% |
| Participation rate | 95.7% | 78.6%+17.1pp | 76.5%+19.2pp | 80.3%+15.4pp |
| Annual return | 15.48% | 31.65%-16.2pp | 29.32%-13.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,964 | $3,615-18.0% | $3,023-2.0% | $4,660-36.4% |
| Participant deferral / active EE | $5,784 | $5,731+0.9% | $5,053+14.5% | $6,688-13.5% |
| Admin fee / account holder | $23,309 | $13,326+74.9% | $9,451+146.6% | $13,397+74.0% |