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 | $89,423 | $72,177+23.9% | $115,037-22.3% | $59,632+50.0% |
| Participation rate | 78.1% | 72.6%+5.6pp | 81.4%-3.2pp | 68.7%+9.5pp |
| Annual return | 0.92% | 12.02%-11.1pp | 26.14%-25.2pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $2,414 | $2,841-15.0% | $4,608-47.6% | $2,203+9.6% |
| Participant deferral / active EE | $6,575 | $4,783+37.5% | $6,026+9.1% | $3,192+106.0% |
| Admin fee / account holder | $3,388 | $4,927-31.2% | $8,175-58.6% | $4,297-21.2% |