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 | $101,812 | $111,754-8.9% | $103,333-1.5% | $145,922-30.2% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 17.86% | 24.77%-6.9pp | 24.88%-7.0pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,456 | $4,212-41.7% | $3,868-36.5% | $4,660-47.3% |
| Participant deferral / active EE | $7,087 | $5,619+26.1% | $5,057+40.1% | $6,688+6.0% |
| Admin fee / account holder | $1,345 | $9,750-86.2% | $8,355-83.9% | $13,397-90.0% |