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 | $98,294 | $98,750-0.5% | $149,696-34.3% | $79,858+23.1% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.5%+10.2pp | 69.6%+23.1pp |
| Annual return | 13.94% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,657 | $3,216-48.5% | $4,644-64.3% | $2,471-32.9% |
| Participant deferral / active EE | $8,139 | $5,680+43.3% | $6,842+19.0% | $3,740+117.6% |
| Admin fee / account holder | $4,360 | $6,053-28.0% | $9,309-53.2% | $5,306-17.8% |