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 | $94,154 | $95,561-1.5% | $77,163+22.0% | $139,434-32.5% |
| Participation rate | 87.5% | 73.9%+13.6pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 19.97% | 54.92%-34.9pp | 37.87%-17.9pp | 372.94%-353.0pp |
| Employer contribution / active EE | $3,112 | $3,147-1.1% | $2,535+22.8% | $4,751-34.5% |
| Participant deferral / active EE | $1,615 | $4,624-65.1% | $3,833-57.9% | $6,710-75.9% |
| Admin fee / account holder | $9,491 | $8,295+14.4% | $5,472+73.4% | $11,403-16.8% |