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 | $95,206 | $98,750-3.6% | $149,696-36.4% | $79,858+19.2% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.5%+13.0pp | 69.6%+25.8pp |
| Annual return | 19.58% | 27.43%-7.8pp | 276.60%-257.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $3,264 | $3,216+1.5% | $4,644-29.7% | $2,471+32.1% |
| Participant deferral / active EE | $6,661 | $5,680+17.3% | $6,842-2.6% | $3,740+78.1% |
| Admin fee / account holder | $366 | $6,053-94.0% | $9,309-96.1% | $5,306-93.1% |