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 | $91,709 | $98,750-7.1% | $149,696-38.7% | $79,858+14.8% |
| Participation rate | 81.3% | 75.8%+5.5pp | 82.5%-1.2pp | 69.6%+11.6pp |
| Annual return | 21.31% | 27.43%-6.1pp | 276.60%-255.3pp | 31.71%-10.4pp |
| Employer contribution / active EE | $3,499 | $3,216+8.8% | $4,644-24.7% | $2,471+41.6% |
| Participant deferral / active EE | $7,067 | $5,680+24.4% | $6,842+3.3% | $3,740+89.0% |
| Admin fee / account holder | $2,783 | $6,053-54.0% | $9,309-70.1% | $5,306-47.5% |