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 | $89,719 | $84,233+6.5% | $170,442-47.4% | $70,131+27.9% |
| Participation rate | 88.7% | 70.8%+17.9pp | 83.6%+5.1pp | 69.5%+19.2pp |
| Annual return | 12.32% | 23.06%-10.7pp | 205.93%-193.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $6,010 | $3,387+77.4% | $5,433+10.6% | $2,342+156.6% |
| Participant deferral / active EE | $4,125 | $3,086+33.7% | $4,939-16.5% | $3,332+23.8% |
| Admin fee / account holder | $8,614 | $5,698+51.2% | $13,880-37.9% | $4,645+85.4% |