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 | $97,622 | $89,753+8.8% | $107,525-9.2% | $84,808+15.1% |
| Participation rate | 92.0% | 68.1%+23.9pp | 75.1%+16.9pp | 68.3%+23.7pp |
| Annual return | 13.44% | 29.48%-16.0pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,619 | $3,113-15.9% | $3,754-30.2% | $2,631-0.5% |
| Participant deferral / active EE | $6,431 | $4,056+58.5% | $5,116+25.7% | $4,212+52.7% |
| Admin fee / account holder | $2,000 | $7,222-72.3% | $8,919-77.6% | $7,344-72.8% |