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 | $99,431 | $112,881-11.9% | $90,951+9.3% | $158,922-37.4% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 8.22% | 215.79%-207.6pp | 134.60%-126.4pp | 302.83%-294.6pp |
| Employer contribution / active EE | $2,422 | $2,893-16.3% | $2,122+14.1% | $4,761-49.1% |
| Participant deferral / active EE | $4,103 | $4,128-0.6% | $3,373+21.7% | $5,982-31.4% |
| Admin fee / account holder | $2,575 | $8,041-68.0% | $5,959-56.8% | $11,246-77.1% |