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 | $99,101 | $99,985-0.9% | $146,665-32.4% | $85,850+15.4% |
| Participation rate | 87.7% | 73.1%+14.6pp | 80.1%+7.6pp | 69.3%+18.3pp |
| Annual return | 11.63% | 18.93%-7.3pp | 22.74%-11.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,231 | $2,559-12.8% | $4,136-46.1% | $2,565-13.0% |
| Participant deferral / active EE | $3,619 | $4,006-9.7% | $5,506-34.3% | $3,952-8.4% |
| Admin fee / account holder | $7,013 | $7,702-8.9% | $10,280-31.8% | $6,260+12.0% |