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 | $83,576 | $98,750-15.4% | $149,696-44.2% | $79,858+4.7% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.5%-1.1pp | 69.6%+11.8pp |
| Annual return | 13.89% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,752 | $3,216-14.4% | $4,644-40.7% | $2,471+11.4% |
| Participant deferral / active EE | $6,077 | $5,680+7.0% | $6,842-11.2% | $3,740+62.5% |
| Admin fee / account holder | $14,415 | $6,053+138.2% | $9,309+54.9% | $5,306+171.7% |