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 | $97,412 | $100,041-2.6% | $149,718-34.9% | $70,131+38.9% |
| Participation rate | 87.3% | 83.6%+3.7pp | 87.1%+0.2pp | 69.5%+17.8pp |
| Annual return | 16.65% | 27.43%-10.8pp | 1501.63%-1485.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,198 | $3,662-40.0% | $5,445-59.6% | $2,342-6.2% |
| Participant deferral / active EE | $7,121 | $4,983+42.9% | $6,569+8.4% | $3,332+113.7% |
| Admin fee / account holder | $5,229 | $8,286-36.9% | $11,283-53.7% | $4,645+12.6% |