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 | $100,905 | $99,652+1.3% | $78,778+28.1% | $147,584-31.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 17.29% | 47.28%-30.0pp | 35.62%-18.3pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,061 | $2,796-62.1% | $1,986-46.6% | $4,876-78.2% |
| Participant deferral / active EE | $2,177 | $3,664-40.6% | $2,958-26.4% | $5,439-60.0% |
| Admin fee / account holder | $618 | $7,155-91.4% | $5,134-88.0% | $10,885-94.3% |