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 | $88,895 | $98,750-10.0% | $149,696-40.6% | $79,858+11.3% |
| Participation rate | 97.8% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 23.26% | 27.43%-4.2pp | 276.60%-253.3pp | 31.71%-8.5pp |
| Employer contribution / active EE | $3,361 | $3,216+4.5% | $4,644-27.6% | $2,471+36.0% |
| Participant deferral / active EE | $9,531 | $5,680+67.8% | $6,842+39.3% | $3,740+154.8% |
| Admin fee / account holder | $4,142 | $6,053-31.6% | $9,309-55.5% | $5,306-21.9% |