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 | $90,502 | $98,750-8.4% | $149,696-39.5% | $79,858+13.3% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.6%+15.6pp |
| Annual return | 19.97% | 27.43%-7.5pp | 276.60%-256.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $3,532 | $3,216+9.8% | $4,644-23.9% | $2,471+43.0% |
| Participant deferral / active EE | $7,010 | $5,680+23.4% | $6,842+2.5% | $3,740+87.4% |
| Admin fee / account holder | $7,186 | $6,053+18.7% | $9,309-22.8% | $5,306+35.4% |