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 | $97,939 | $91,190+7.4% | $178,490-45.1% | $79,858+22.6% |
| Participation rate | 98.2% | 69.2%+29.0pp | 81.9%+16.3pp | 69.6%+28.5pp |
| Annual return | 16.50% | 24.19%-7.7pp | 151.07%-134.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,420 | $3,256-25.7% | $5,011-51.7% | $2,471-2.1% |
| Participant deferral / active EE | $6,289 | $3,236+94.3% | $5,202+20.9% | $3,740+68.2% |
| Admin fee / account holder | $543 | $6,751-92.0% | $13,984-96.1% | $5,306-89.8% |