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 | $95,844 | $99,985-4.1% | $146,665-34.7% | $85,850+11.6% |
| Participation rate | 82.8% | 73.1%+9.7pp | 80.1%+2.7pp | 69.3%+13.4pp |
| Annual return | 13.95% | 18.93%-5.0pp | 22.74%-8.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,953 | $2,559+15.4% | $4,136-28.6% | $2,565+15.1% |
| Participant deferral / active EE | $6,460 | $4,006+61.3% | $5,506+17.3% | $3,952+63.5% |
| Admin fee / account holder | $30,846 | $7,702+300.5% | $10,280+200.1% | $6,260+392.8% |