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 | $83,899 | $100,041-16.1% | $149,718-44.0% | $70,131+19.6% |
| Participation rate | 89.4% | 83.6%+5.8pp | 87.1%+2.3pp | 69.5%+19.9pp |
| Annual return | 22.56% | 27.43%-4.9pp | 1501.63%-1479.1pp | 73.14%-50.6pp |
| Employer contribution / active EE | $2,362 | $3,662-35.5% | $5,445-56.6% | $2,342+0.8% |
| Participant deferral / active EE | $4,655 | $4,983-6.6% | $6,569-29.1% | $3,332+39.7% |
| Admin fee / account holder | $8,326 | $8,286+0.5% | $11,283-26.2% | $4,645+79.2% |