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 | $98,954 | $102,966-3.9% | $90,281+9.6% | $152,861-35.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 17.81% | 95.16%-77.4pp | 78.10%-60.3pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,381 | $3,139-56.0% | $2,854-51.6% | $4,762-71.0% |
| Participant deferral / active EE | $3,124 | $4,281-27.0% | $3,885-19.6% | $5,850-46.6% |
| Admin fee / account holder | $1,262 | $6,171-79.5% | $5,351-76.4% | $11,596-89.1% |