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 | $101,424 | $111,724-9.2% | $93,606+8.4% | $145,922-30.5% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 13.06% | 202.98%-189.9pp | 133.20%-120.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,326 | $3,090-57.1% | $2,420-45.2% | $4,660-71.5% |
| Participant deferral / active EE | $3,466 | $4,912-29.4% | $4,411-21.4% | $6,688-48.2% |
| Admin fee / account holder | $727 | $10,250-92.9% | $8,285-91.2% | $13,397-94.6% |