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 | $83,468 | $85,766-2.7% | $136,294-38.8% | $70,131+19.0% |
| Participation rate | 89.5% | 74.2%+15.3pp | 81.9%+7.6pp | 69.5%+19.9pp |
| Annual return | 14.97% | 31.45%-16.5pp | 5155.94%-5141.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,364 | $2,966-20.3% | $4,695-49.7% | $2,342+0.9% |
| Participant deferral / active EE | $9,146 | $5,051+81.1% | $6,247+46.4% | $3,332+174.5% |
| Admin fee / account holder | $1,307 | $5,420-75.9% | $9,243-85.9% | $4,645-71.9% |