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 | $99,808 | $78,672+26.9% | $109,143-8.6% | $85,850+16.3% |
| Participation rate | 93.8% | 68.3%+25.5pp | 75.9%+17.9pp | 69.3%+24.4pp |
| Annual return | 16.75% | 25.09%-8.3pp | 25.75%-9.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,094 | $2,735-60.0% | $3,722-70.6% | $2,565-57.3% |
| Participant deferral / active EE | $2,698 | $3,467-22.2% | $4,653-42.0% | $3,952-31.7% |
| Admin fee / account holder | $476 | $5,469-91.3% | $6,752-92.9% | $6,260-92.4% |