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 | $89,432 | $72,177+23.9% | $115,037-22.3% | $59,632+50.0% |
| Participation rate | 80.0% | 72.6%+7.4pp | 81.4%-1.4pp | 68.7%+11.3pp |
| Annual return | -0.71% | 12.02%-12.7pp | 26.14%-26.9pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $2,177 | $2,841-23.4% | $4,608-52.8% | $2,203-1.2% |
| Participant deferral / active EE | $3,668 | $4,783-23.3% | $6,026-39.1% | $3,192+14.9% |
| Admin fee / account holder | $3,151 | $4,927-36.0% | $8,175-61.5% | $4,297-26.7% |