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 | $79,454 | $78,422+1.3% | $95,952-17.2% | $79,858-0.5% |
| Participation rate | 97.7% | 73.5%+24.2pp | 77.1%+20.7pp | 69.6%+28.1pp |
| Annual return | 19.23% | 19.37%-0.1pp | 91.61%-72.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,653 | $1,945+36.4% | $2,541+4.4% | $2,471+7.4% |
| Participant deferral / active EE | $5,673 | $3,440+64.9% | $4,167+36.1% | $3,740+51.7% |
| Admin fee / account holder | $1,295 | $5,622-77.0% | $6,795-80.9% | $5,306-75.6% |