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 | $96,094 | $98,750-2.7% | $149,696-35.8% | $79,858+20.3% |
| Participation rate | 71.8% | 75.8%-4.0pp | 82.5%-10.7pp | 69.6%+2.2pp |
| Annual return | 18.77% | 27.43%-8.7pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $7,816 | $3,216+143.0% | $4,644+68.3% | $2,471+216.3% |
| Participant deferral / active EE | $8,282 | $5,680+45.8% | $6,842+21.1% | $3,740+121.4% |
| Admin fee / account holder | $6,551 | $6,053+8.2% | $9,309-29.6% | $5,306+23.5% |