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 | $90,275 | $102,317-11.8% | $146,958-38.6% | $80,856+11.6% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.2%+12.6pp | 67.6%+27.1pp |
| Annual return | 14.90% | 134.76%-119.9pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,508 | $3,713-5.5% | $4,933-28.9% | $2,755+27.3% |
| Participant deferral / active EE | $8,904 | $6,644+34.0% | $8,070+10.3% | $4,296+107.3% |
| Admin fee / account holder | $1,729 | $7,941-78.2% | $12,998-86.7% | $6,918-75.0% |