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 | $79,938 | $98,750-19.1% | $149,696-46.6% | $79,858+0.1% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.5%+12.6pp | 69.6%+25.4pp |
| Annual return | 16.04% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,890 | $3,216+20.9% | $4,644-16.2% | $2,471+57.4% |
| Participant deferral / active EE | $7,527 | $5,680+32.5% | $6,842+10.0% | $3,740+101.2% |
| Admin fee / account holder | $2,759 | $6,053-54.4% | $9,309-70.4% | $5,306-48.0% |