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 | $85,815 | $99,652-13.9% | $78,778+8.9% | $147,584-41.9% |
| Participation rate | 84.6% | 76.2%+8.4pp | 69.2%+15.4pp | 82.8%+1.8pp |
| Annual return | 12.51% | 47.28%-34.8pp | 35.62%-23.1pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,439 | $2,796-48.5% | $1,986-27.5% | $4,876-70.5% |
| Participant deferral / active EE | $5,983 | $3,664+63.3% | $2,958+102.2% | $5,439+10.0% |
| Admin fee / account holder | $788 | $7,155-89.0% | $5,134-84.6% | $10,885-92.8% |