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 | $89,384 | $98,750-9.5% | $149,696-40.3% | $79,858+11.9% |
| Participation rate | 80.3% | 75.8%+4.5pp | 82.5%-2.2pp | 69.6%+10.6pp |
| Annual return | 28.85% | 27.43%+1.4pp | 276.60%-247.7pp | 31.71%-2.9pp |
| Employer contribution / active EE | $3,157 | $3,216-1.8% | $4,644-32.0% | $2,471+27.8% |
| Participant deferral / active EE | $11,024 | $5,680+94.1% | $6,842+61.1% | $3,740+194.8% |
| Admin fee / account holder | $3,419 | $6,053-43.5% | $9,309-63.3% | $5,306-35.6% |