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 | $105,819 | $102,317+3.4% | $146,958-28.0% | $80,856+30.9% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.2%-2.7pp | 67.6%+11.8pp |
| Annual return | 17.53% | 134.76%-117.2pp | 418.34%-400.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $3,096 | $3,713-16.6% | $4,933-37.2% | $2,755+12.4% |
| Participant deferral / active EE | $6,685 | $6,644+0.6% | $8,070-17.2% | $4,296+55.6% |
| Admin fee / account holder | $873 | $7,941-89.0% | $12,998-93.3% | $6,918-87.4% |