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 | $94,842 | $91,037+4.2% | $71,671+32.3% | $147,584-35.7% |
| Participation rate | 84.6% | 76.1%+8.5pp | 68.7%+15.9pp | 82.8%+1.8pp |
| Annual return | 16.27% | 20.48%-4.2pp | 20.65%-4.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,760 | $3,327-47.1% | $2,460-28.4% | $4,876-63.9% |
| Participant deferral / active EE | $3,521 | $4,498-21.7% | $3,438+2.4% | $5,439-35.3% |
| Admin fee / account holder | $19,105 | $8,613+121.8% | $5,558+243.7% | $10,885+75.5% |