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 | $94,128 | $98,750-4.7% | $149,696-37.1% | $79,858+17.9% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.5%-3.0pp | 69.6%+9.9pp |
| Annual return | 14.28% | 27.43%-13.1pp | 276.60%-262.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,011 | $3,216-37.5% | $4,644-56.7% | $2,471-18.6% |
| Participant deferral / active EE | $8,043 | $5,680+41.6% | $6,842+17.6% | $3,740+115.0% |
| Admin fee / account holder | $9,184 | $6,053+51.7% | $9,309-1.3% | $5,306+73.1% |