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 7-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 | $94,534 | $94,625-0.1% | $116,228-18.7% | $84,808+11.5% |
| Participation rate | 89.7% | 70.4%+19.2pp | 74.6%+15.1pp | 68.3%+21.3pp |
| Annual return | 16.66% | 20.40%-3.7pp | 90.06%-73.4pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,139 | $2,347-8.8% | $2,994-28.6% | $2,631-18.7% |
| Participant deferral / active EE | $7,802 | $3,972+96.4% | $4,953+57.5% | $4,212+85.3% |
| Admin fee / account holder | $5,245 | $10,091-48.0% | $11,989-56.3% | $7,344-28.6% |