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 | $92,793 | $97,125-4.5% | $86,233+7.6% | $137,256-32.4% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.0%+4.3pp | 80.0%-6.6pp |
| Annual return | 13.60% | 74.19%-60.6pp | 61.39%-47.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,602 | $2,841+26.8% | $2,504+43.8% | $4,156-13.3% |
| Participant deferral / active EE | $8,565 | $5,180+65.3% | $4,559+87.9% | $6,407+33.7% |
| Admin fee / account holder | $22,108 | $9,725+127.3% | $8,342+165.0% | $12,270+80.2% |