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 | $92,032 | $98,750-6.8% | $149,696-38.5% | $79,858+15.2% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 16.96% | 27.43%-10.5pp | 276.60%-259.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $4,753 | $3,216+47.8% | $4,644+2.3% | $2,471+92.4% |
| Participant deferral / active EE | $3,664 | $5,680-35.5% | $6,842-46.4% | $3,740-2.0% |
| Admin fee / account holder | $3,701 | $6,053-38.9% | $9,309-60.2% | $5,306-30.3% |