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 | $86,628 | $91,190-5.0% | $178,490-51.5% | $79,858+8.5% |
| Participation rate | 88.6% | 69.2%+19.4pp | 81.9%+6.6pp | 69.6%+18.9pp |
| Annual return | 11.51% | 24.19%-12.7pp | 151.07%-139.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $6,502 | $3,256+99.7% | $5,011+29.8% | $2,471+163.1% |
| Participant deferral / active EE | $4,787 | $3,236+47.9% | $5,202-8.0% | $3,740+28.0% |
| Admin fee / account holder | $32,819 | $6,751+386.1% | $13,984+134.7% | $5,306+518.5% |