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 | $90,712 | $98,750-8.1% | $149,696-39.4% | $79,858+13.6% |
| Participation rate | 94.9% | 75.8%+19.2pp | 82.5%+12.5pp | 69.6%+25.3pp |
| Annual return | 15.95% | 27.43%-11.5pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,757 | $3,216-14.3% | $4,644-40.6% | $2,471+11.6% |
| Participant deferral / active EE | $8,202 | $5,680+44.4% | $6,842+19.9% | $3,740+119.3% |
| Admin fee / account holder | $1,689 | $6,053-72.1% | $9,309-81.9% | $5,306-68.2% |