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 | $87,968 | $110,809-20.6% | $86,874+1.3% | $167,490-47.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 71.6%+8.4pp | 82.1%-2.1pp |
| Annual return | 11.25% | 116.98%-105.7pp | 63.52%-52.3pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,487 | $3,244-23.3% | $2,495-0.3% | $4,837-48.6% |
| Participant deferral / active EE | $3,491 | $4,546-23.2% | $3,699-5.6% | $6,341-44.9% |
| Admin fee / account holder | $10,386 | $8,415+23.4% | $5,828+78.2% | $12,309-15.6% |