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 | $102,464 | $102,317+0.1% | $146,958-30.3% | $80,856+26.7% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 14.63% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $6,066 | $3,713+63.4% | $4,933+23.0% | $2,755+120.2% |
| Participant deferral / active EE | $9,145 | $6,644+37.6% | $8,070+13.3% | $4,296+112.9% |
| Admin fee / account holder | $2,340 | $7,941-70.5% | $12,998-82.0% | $6,918-66.2% |