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 | $99,000 | $91,552+8.1% | $133,956-26.1% | $79,858+24.0% |
| Participation rate | 90.2% | 73.3%+16.9pp | 79.8%+10.4pp | 69.6%+20.6pp |
| Annual return | 13.56% | 61.85%-48.3pp | 45.09%-31.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,260 | $2,384-47.1% | $3,919-67.8% | $2,471-49.0% |
| Participant deferral / active EE | $4,142 | $3,733+10.9% | $5,048-17.9% | $3,740+10.7% |
| Admin fee / account holder | $6,511 | $6,321+3.0% | $8,927-27.1% | $5,306+22.7% |