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 | $96,200 | $102,317-6.0% | $146,958-34.5% | $80,856+19.0% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.2%+12.0pp | 67.6%+26.5pp |
| Annual return | 12.48% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,777 | $3,713-25.2% | $4,933-43.7% | $2,755+0.8% |
| Participant deferral / active EE | $7,969 | $6,644+20.0% | $8,070-1.2% | $4,296+85.5% |
| Admin fee / account holder | $6,599 | $7,941-16.9% | $12,998-49.2% | $6,918-4.6% |