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 | $99,568 | $98,750+0.8% | $149,696-33.5% | $79,858+24.7% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.5%-10.1pp | 69.6%+2.8pp |
| Annual return | 17.63% | 27.43%-9.8pp | 276.60%-259.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $4,625 | $3,216+43.8% | $4,644-0.4% | $2,471+87.2% |
| Participant deferral / active EE | $6,691 | $5,680+17.8% | $6,842-2.2% | $3,740+78.9% |
| Admin fee / account holder | $3,973 | $6,053-34.4% | $9,309-57.3% | $5,306-25.1% |