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 | $87,656 | $102,382-14.4% | $147,005-40.4% | $80,874+8.4% |
| Participation rate | 95.5% | 75.8%+19.6pp | 82.2%+13.3pp | 67.6%+27.8pp |
| Annual return | 14.79% | 134.89%-120.1pp | 418.76%-404.0pp | 35.62%-20.8pp |
| Employer contribution / active EE | $4,249 | $3,715+14.4% | $4,934-13.9% | $2,756+54.2% |
| Participant deferral / active EE | $6,439 | $6,646-3.1% | $8,070-20.2% | $4,297+49.8% |
| Admin fee / account holder | $8,105 | $7,942+2.1% | $13,006-37.7% | $6,935+16.9% |