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 | $96,224 | $98,750-2.6% | $149,696-35.7% | $79,858+20.5% |
| Participation rate | 87.0% | 75.8%+11.2pp | 82.5%+4.5pp | 69.6%+17.3pp |
| Annual return | 15.12% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,882 | $3,216+20.7% | $4,644-16.4% | $2,471+57.1% |
| Participant deferral / active EE | $4,194 | $5,680-26.2% | $6,842-38.7% | $3,740+12.1% |
| Admin fee / account holder | $3,719 | $6,053-38.5% | $9,309-60.0% | $5,306-29.9% |