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 | $100,951 | $133,922-24.6% | $116,228-13.1% | $142,382-29.1% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.6%+19.2pp | 80.1%+13.6pp |
| Annual return | 13.01% | 147.76%-134.8pp | 90.06%-77.1pp | 217.08%-204.1pp |
| Employer contribution / active EE | $5,229 | $3,446+51.7% | $2,994+74.6% | $4,299+21.6% |
| Participant deferral / active EE | $6,243 | $5,672+10.1% | $4,953+26.0% | $6,507-4.1% |
| Admin fee / account holder | $25,836 | $14,945+72.9% | $11,989+115.5% | $12,624+104.7% |