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 | $129,151 | $103,376+24.9% | $87,100+48.3% | $152,861-15.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.45% | 28.10%-7.6pp | 28.19%-7.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,688 | $3,220-47.6% | $2,521-33.1% | $4,762-64.6% |
| Participant deferral / active EE | $2,921 | $4,778-38.9% | $4,049-27.8% | $5,850-50.1% |
| Admin fee / account holder | $899 | $12,205-92.6% | $7,497-88.0% | $11,596-92.3% |