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 | $97,108 | $99,079-2.0% | $77,999+24.5% | $273,961-64.6% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.5%+18.9pp | 83.0%+11.4pp |
| Annual return | 5.00% | 217.93%-212.9pp | 425.96%-421.0pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,014 | $3,308-39.1% | $2,470-18.5% | $4,869-58.6% |
| Participant deferral / active EE | $4,579 | $4,306+6.3% | $3,497+30.9% | $5,287-13.4% |
| Admin fee / account holder | $4,504 | $8,954-49.7% | $5,480-17.8% | $10,132-55.5% |