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 | $96,759 | $109,881-11.9% | $150,045-35.5% | $84,808+14.1% |
| Participation rate | 78.3% | 76.1%+2.2pp | 82.3%-4.0pp | 68.3%+10.0pp |
| Annual return | 14.49% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,628 | $3,561-26.2% | $4,693-44.0% | $2,631-0.1% |
| Participant deferral / active EE | $6,046 | $6,636-8.9% | $7,997-24.4% | $4,212+43.6% |
| Admin fee / account holder | $18,165 | $8,568+112.0% | $13,435+35.2% | $7,344+147.3% |