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 | $99,207 | $122,239-18.8% | $184,203-46.1% | $74,495+33.2% |
| Participation rate | 89.7% | 85.5%+4.2pp | 86.8%+2.9pp | 67.2%+22.5pp |
| Annual return | 17.24% | 19.95%-2.7pp | 28.81%-11.6pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $2,503 | $4,537-44.8% | $6,427-61.1% | $2,623-4.6% |
| Participant deferral / active EE | $5,935 | $7,139-16.9% | $9,131-35.0% | $4,346+36.6% |
| Admin fee / account holder | $3,896 | $1,260+209.3% | $13,901-72.0% | $1,942+100.6% |