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 | $88,562 | $98,750-10.3% | $149,696-40.8% | $79,858+10.9% |
| Participation rate | 80.7% | 75.8%+4.9pp | 82.5%-1.8pp | 69.6%+11.1pp |
| Annual return | 14.71% | 27.43%-12.7pp | 276.60%-261.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $7,140 | $3,216+122.0% | $4,644+53.7% | $2,471+189.0% |
| Participant deferral / active EE | $4,577 | $5,680-19.4% | $6,842-33.1% | $3,740+22.4% |
| Admin fee / account holder | $6,238 | $6,053+3.1% | $9,309-33.0% | $5,306+17.6% |