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 | $97,554 | $98,750-1.2% | $149,696-34.8% | $79,858+22.2% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.5%+11.4pp | 69.6%+24.2pp |
| Annual return | 16.16% | 27.43%-11.3pp | 276.60%-260.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,414 | $3,216-56.0% | $4,644-69.6% | $2,471-42.8% |
| Participant deferral / active EE | $6,141 | $5,680+8.1% | $6,842-10.2% | $3,740+64.2% |
| Admin fee / account holder | $3,578 | $6,053-40.9% | $9,309-61.6% | $5,306-32.6% |