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 7-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 | $92,081 | $105,126-12.4% | $94,646-2.7% | $139,434-34.0% |
| Participation rate | 90.9% | 82.4%+8.6pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | 15.96% | 38.03%-22.1pp | 156.71%-140.7pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,894 | $4,106-29.5% | $3,672-21.2% | $4,751-39.1% |
| Participant deferral / active EE | $7,073 | $7,599-6.9% | $7,418-4.7% | $6,710+5.4% |
| Admin fee / account holder | $10,420 | $8,984+16.0% | $7,231+44.1% | $11,403-8.6% |