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 | $96,974 | $103,376-6.2% | $87,100+11.3% | $152,861-36.6% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 17.11% | 28.10%-11.0pp | 28.19%-11.1pp | 345.32%-328.2pp |
| Employer contribution / active EE | $4,317 | $3,220+34.0% | $2,521+71.2% | $4,762-9.4% |
| Participant deferral / active EE | $7,743 | $4,778+62.1% | $4,049+91.2% | $5,850+32.3% |
| Admin fee / account holder | $19,139 | $12,205+56.8% | $7,497+155.3% | $11,596+65.0% |