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 | $90,349 | $100,041-9.7% | $149,718-39.7% | $70,131+28.8% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.1%+1.4pp | 69.5%+18.9pp |
| Annual return | 17.22% | 27.43%-10.2pp | 1501.63%-1484.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,222 | $3,662-66.6% | $5,445-77.5% | $2,342-47.8% |
| Participant deferral / active EE | $7,929 | $4,983+59.1% | $6,569+20.7% | $3,332+138.0% |
| Admin fee / account holder | $3,297 | $8,286-60.2% | $11,283-70.8% | $4,645-29.0% |