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 | $153,947 | $162,781-5.4% | $133,956+14.9% | $158,922-3.1% |
| Participation rate | 95.0% | 83.2%+11.8pp | 79.8%+15.2pp | 82.0%+13.0pp |
| Annual return | 14.39% | 41.94%-27.5pp | 45.09%-30.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,290 | $4,975-54.0% | $3,919-41.6% | $4,761-51.9% |
| Participant deferral / active EE | $7,023 | $5,911+18.8% | $5,048+39.1% | $5,982+17.4% |
| Admin fee / account holder | $20,311 | $11,736+73.1% | $8,927+127.5% | $11,246+80.6% |