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 | $120,676 | $127,065-5.0% | $113,168+6.6% | $142,382-15.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.50% | 24.03%-11.5pp | 24.27%-11.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,628 | $3,442-52.7% | $2,975-45.3% | $4,299-62.1% |
| Participant deferral / active EE | $6,867 | $5,716+20.1% | $5,107+34.5% | $6,507+5.5% |
| Admin fee / account holder | $5,574 | $15,736-64.6% | $12,068-53.8% | $12,624-55.8% |