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 | $95,430 | $98,750-3.4% | $149,696-36.3% | $79,858+19.5% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.5%-3.8pp | 69.6%+9.1pp |
| Annual return | 24.80% | 27.43%-2.6pp | 276.60%-251.8pp | 31.71%-6.9pp |
| Employer contribution / active EE | $3,623 | $3,216+12.6% | $4,644-22.0% | $2,471+46.6% |
| Participant deferral / active EE | $9,145 | $5,680+61.0% | $6,842+33.7% | $3,740+144.5% |
| Admin fee / account holder | $1,947 | $6,053-67.8% | $9,309-79.1% | $5,306-63.3% |