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 | $95,575 | $102,317-6.6% | $146,958-35.0% | $80,856+18.2% |
| Participation rate | 96.7% | 75.8%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 15.74% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,591 | $3,713-30.2% | $4,933-47.5% | $2,755-5.9% |
| Participant deferral / active EE | $6,310 | $6,644-5.0% | $8,070-21.8% | $4,296+46.9% |
| Admin fee / account holder | $21,345 | $7,941+168.8% | $12,998+64.2% | $6,918+208.5% |