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 | $98,962 | $98,750+0.2% | $149,696-33.9% | $79,858+23.9% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.5%+1.7pp | 69.6%+14.6pp |
| Annual return | 18.94% | 27.43%-8.5pp | 276.60%-257.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $3,871 | $3,216+20.4% | $4,644-16.6% | $2,471+56.7% |
| Participant deferral / active EE | $7,538 | $5,680+32.7% | $6,842+10.2% | $3,740+101.5% |
| Admin fee / account holder | $1,048 | $6,053-82.7% | $9,309-88.7% | $5,306-80.3% |