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 | $89,613 | $98,750-9.3% | $149,696-40.1% | $79,858+12.2% |
| Participation rate | 83.5% | 75.8%+7.8pp | 82.5%+1.1pp | 69.6%+13.9pp |
| Annual return | 17.41% | 27.43%-10.0pp | 276.60%-259.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,536 | $3,216-21.1% | $4,644-45.4% | $2,471+2.7% |
| Participant deferral / active EE | $4,716 | $5,680-17.0% | $6,842-31.1% | $3,740+26.1% |
| Admin fee / account holder | $2,512 | $6,053-58.5% | $9,309-73.0% | $5,306-52.7% |