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 | $99,612 | $98,750+0.9% | $149,696-33.5% | $79,858+24.7% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.5%+8.6pp | 69.6%+21.5pp |
| Annual return | 13.71% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,439 | $3,216+6.9% | $4,644-26.0% | $2,471+39.2% |
| Participant deferral / active EE | $6,104 | $5,680+7.5% | $6,842-10.8% | $3,740+63.2% |
| Admin fee / account holder | $4,925 | $6,053-18.6% | $9,309-47.1% | $5,306-7.2% |