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 | $82,334 | $112,881-27.1% | $90,951-9.5% | $158,922-48.2% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 13.45% | 215.79%-202.3pp | 134.60%-121.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,100 | $2,893-27.4% | $2,122-1.1% | $4,761-55.9% |
| Participant deferral / active EE | $3,898 | $4,128-5.6% | $3,373+15.6% | $5,982-34.8% |
| Admin fee / account holder | $1,154 | $8,041-85.6% | $5,959-80.6% | $11,246-89.7% |