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 | $81,335 | $78,672+3.4% | $109,143-25.5% | $85,850-5.3% |
| Participation rate | 98.3% | 68.3%+30.0pp | 75.9%+22.4pp | 69.3%+29.0pp |
| Annual return | 17.51% | 25.09%-7.6pp | 25.75%-8.2pp | 318.53%-301.0pp |
| Employer contribution / active EE | $2,128 | $2,735-22.2% | $3,722-42.8% | $2,565-17.1% |
| Participant deferral / active EE | $4,637 | $3,467+33.7% | $4,653-0.3% | $3,952+17.3% |
| Admin fee / account holder | $1,979 | $5,469-63.8% | $6,752-70.7% | $6,260-68.4% |