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 | $96,956 | $98,750-1.8% | $149,696-35.2% | $79,858+21.4% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.6pp |
| Annual return | 17.72% | 27.43%-9.7pp | 276.60%-258.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $4,448 | $3,216+38.3% | $4,644-4.2% | $2,471+80.0% |
| Participant deferral / active EE | $7,775 | $5,680+36.9% | $6,842+13.6% | $3,740+107.9% |
| Admin fee / account holder | $2,042 | $6,053-66.3% | $9,309-78.1% | $5,306-61.5% |