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 | $86,146 | $98,750-12.8% | $149,696-42.5% | $79,858+7.9% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.6%+27.7pp |
| Annual return | 15.81% | 27.43%-11.6pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,661 | $3,216-17.3% | $4,644-42.7% | $2,471+7.7% |
| Participant deferral / active EE | $6,161 | $5,680+8.5% | $6,842-10.0% | $3,740+64.7% |
| Admin fee / account holder | $2,695 | $6,053-55.5% | $9,309-71.0% | $5,306-49.2% |