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 | $100,066 | $102,317-2.2% | $146,958-31.9% | $80,856+23.8% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 22.48% | 134.76%-112.3pp | 418.34%-395.9pp | 35.59%-13.1pp |
| Employer contribution / active EE | $3,061 | $3,713-17.6% | $4,933-37.9% | $2,755+11.1% |
| Participant deferral / active EE | $8,201 | $6,644+23.4% | $8,070+1.6% | $4,296+90.9% |
| Admin fee / account holder | $923 | $7,941-88.4% | $12,998-92.9% | $6,918-86.7% |