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 | $89,239 | $101,069-11.7% | $81,478+9.5% | $147,584-39.5% |
| Participation rate | 81.0% | 74.5%+6.5pp | 68.0%+13.0pp | 82.8%-1.9pp |
| Annual return | 13.25% | 32.40%-19.1pp | 38.78%-25.5pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,130 | $3,205-33.6% | $2,568-17.1% | $4,876-56.3% |
| Participant deferral / active EE | $5,275 | $4,242+24.3% | $3,537+49.1% | $5,439-3.0% |
| Admin fee / account holder | $6,460 | $5,812+11.2% | $4,561+41.6% | $10,885-40.6% |