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 | $82,864 | $98,750-16.1% | $149,696-44.6% | $79,858+3.8% |
| Participation rate | 90.1% | 75.8%+14.4pp | 82.5%+7.6pp | 69.6%+20.5pp |
| Annual return | 15.87% | 27.43%-11.6pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,423 | $3,216-24.7% | $4,644-47.8% | $2,471-1.9% |
| Participant deferral / active EE | $4,474 | $5,680-21.2% | $6,842-34.6% | $3,740+19.6% |
| Admin fee / account holder | $14,047 | $6,053+132.1% | $9,309+50.9% | $5,306+164.7% |