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 | $83,866 | $98,750-15.1% | $149,696-44.0% | $79,858+5.0% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.5%+8.1pp | 69.6%+20.9pp |
| Annual return | 12.50% | 27.43%-14.9pp | 276.60%-264.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $726 | $3,216-77.4% | $4,644-84.4% | $2,471-70.6% |
| Participant deferral / active EE | $3,960 | $5,680-30.3% | $6,842-42.1% | $3,740+5.9% |
| Admin fee / account holder | $4,693 | $6,053-22.5% | $9,309-49.6% | $5,306-11.6% |