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 | $91,660 | $98,750-7.2% | $149,696-38.8% | $79,858+14.8% |
| Participation rate | 83.0% | 75.8%+7.2pp | 82.5%+0.5pp | 69.6%+13.4pp |
| Annual return | 13.42% | 27.43%-14.0pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,417 | $3,216-24.9% | $4,644-48.0% | $2,471-2.2% |
| Participant deferral / active EE | $5,101 | $5,680-10.2% | $6,842-25.4% | $3,740+36.4% |
| Admin fee / account holder | $333 | $6,053-94.5% | $9,309-96.4% | $5,306-93.7% |