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 | $105,912 | $102,604+3.2% | $86,188+22.9% | $139,434-24.0% |
| Participation rate | 94.7% | 74.5%+20.2pp | 69.0%+25.8pp | 80.3%+14.4pp |
| Annual return | 13.28% | 1922.51%-1909.2pp | 1168.45%-1155.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $2,177 | $3,032-28.2% | $2,380-8.5% | $4,751-54.2% |
| Participant deferral / active EE | $7,575 | $4,676+62.0% | $3,985+90.1% | $6,710+12.9% |
| Admin fee / account holder | $2,072 | $8,657-76.1% | $6,852-69.8% | $11,403-81.8% |