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 | $111,845 | $112,096-0.2% | $95,952+16.6% | $158,922-29.6% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 13.09% | 171.09%-158.0pp | 91.61%-78.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $6,356 | $3,198+98.8% | $2,541+150.2% | $4,761+33.5% |
| Participant deferral / active EE | $6,858 | $4,784+43.4% | $4,167+64.6% | $5,982+14.6% |
| Admin fee / account holder | $740 | $10,130-92.7% | $6,795-89.1% | $11,246-93.4% |