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 | $101,702 | $102,966-1.2% | $90,281+12.7% | $152,861-33.5% |
| Participation rate | 95.8% | 75.9%+20.0pp | 73.3%+22.6pp | 82.4%+13.4pp |
| Annual return | 22.01% | 95.16%-73.2pp | 78.10%-56.1pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,687 | $3,139-14.4% | $2,854-5.9% | $4,762-43.6% |
| Participant deferral / active EE | $4,267 | $4,281-0.3% | $3,885+9.8% | $5,850-27.1% |
| Admin fee / account holder | $490 | $6,171-92.1% | $5,351-90.8% | $11,596-95.8% |