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 | $104,259 | $98,750+5.6% | $149,696-30.4% | $79,858+30.6% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.6%+15.6pp |
| Annual return | 14.76% | 27.43%-12.7pp | 276.60%-261.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,129 | $3,216-33.8% | $4,644-54.1% | $2,471-13.8% |
| Participant deferral / active EE | $11,189 | $5,680+97.0% | $6,842+63.5% | $3,740+199.2% |
| Admin fee / account holder | $779 | $6,053-87.1% | $9,309-91.6% | $5,306-85.3% |