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 | $84,403 | $98,750-14.5% | $149,696-43.6% | $79,858+5.7% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 15.48% | 27.43%-12.0pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,463 | $3,216-23.4% | $4,644-47.0% | $2,471-0.3% |
| Participant deferral / active EE | $4,605 | $5,680-18.9% | $6,842-32.7% | $3,740+23.1% |
| Admin fee / account holder | $2,884 | $6,053-52.4% | $9,309-69.0% | $5,306-45.7% |