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 | $86,128 | $98,750-12.8% | $149,696-42.5% | $79,858+7.9% |
| Participation rate | 88.7% | 75.8%+12.9pp | 82.5%+6.2pp | 69.6%+19.0pp |
| Annual return | 17.19% | 27.43%-10.2pp | 276.60%-259.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,458 | $3,216-54.7% | $4,644-68.6% | $2,471-41.0% |
| Participant deferral / active EE | $6,134 | $5,680+8.0% | $6,842-10.3% | $3,740+64.0% |
| Admin fee / account holder | $4,794 | $6,053-20.8% | $9,309-48.5% | $5,306-9.7% |