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 | $102,382-11.8% | $147,005-38.6% | $80,874+11.6% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.2%+12.6pp | 67.6%+27.1pp |
| Annual return | 14.90% | 134.89%-120.0pp | 418.76%-403.9pp | 35.62%-20.7pp |
| Employer contribution / active EE | $3,508 | $3,715-5.6% | $4,934-28.9% | $2,756+27.3% |
| Participant deferral / active EE | $8,904 | $6,646+34.0% | $8,070+10.3% | $4,297+107.2% |
| Admin fee / account holder | $1,729 | $7,942-78.2% | $13,006-86.7% | $6,935-75.1% |