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 | $92,746 | $104,251-11.0% | $91,001+1.9% | $147,584-37.2% |
| Participation rate | 92.9% | 78.2%+14.6pp | 75.6%+17.3pp | 82.8%+10.0pp |
| Annual return | 9.41% | 27.06%-17.6pp | 4.60%+4.8pp | 578.55%-569.1pp |
| Employer contribution / active EE | $1,131 | $3,116-63.7% | $2,456-53.9% | $4,876-76.8% |
| Participant deferral / active EE | $2,165 | $4,195-48.4% | $3,547-39.0% | $5,439-60.2% |
| Admin fee / account holder | $28,869 | $8,948+222.6% | $5,417+432.9% | $10,885+165.2% |