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 | $95,839 | $94,529+1.4% | $140,016-31.6% | $64,186+49.3% |
| Participation rate | 98.0% | 84.1%+13.9pp | 87.5%+10.5pp | 69.6%+28.4pp |
| Annual return | 3.64% | 7.77%-4.1pp | 651.12%-647.5pp | 7.63%-4.0pp |
| Employer contribution / active EE | $3,757 | $3,812-1.5% | $5,606-33.0% | $2,381+57.8% |
| Participant deferral / active EE | $4,187 | $5,250-20.3% | $6,927-39.6% | $3,470+20.7% |
| Admin fee / account holder | $1,325 | $6,741-80.3% | $10,705-87.6% | $4,888-72.9% |