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 | $80,331 | $98,750-18.7% | $149,696-46.3% | $79,858+0.6% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.5%-2.1pp | 69.6%+10.8pp |
| Annual return | 19.57% | 27.43%-7.9pp | 276.60%-257.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $3,093 | $3,216-3.8% | $4,644-33.4% | $2,471+25.2% |
| Participant deferral / active EE | $6,971 | $5,680+22.7% | $6,842+1.9% | $3,740+86.4% |
| Admin fee / account holder | $4,295 | $6,053-29.0% | $9,309-53.9% | $5,306-19.1% |