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 | $89,306 | $88,672+0.7% | $105,223-15.1% | $82,448+8.3% |
| Participation rate | 90.9% | 67.9%+23.0pp | 75.0%+15.9pp | 68.1%+22.8pp |
| Annual return | 16.38% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $15,970 | $3,048+424.0% | $3,689+333.0% | $2,551+526.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,274 | $7,146+29.8% | $8,859+4.7% | $7,234+28.2% |