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 | $92,227 | $98,750-6.6% | $149,696-38.4% | $79,858+15.5% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.7pp |
| Annual return | 16.33% | 27.43%-11.1pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,499 | $3,216-22.3% | $4,644-46.2% | $2,471+1.2% |
| Participant deferral / active EE | $6,335 | $5,680+11.5% | $6,842-7.4% | $3,740+69.4% |
| Admin fee / account holder | $4,820 | $6,053-20.4% | $9,309-48.2% | $5,306-9.2% |