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 | $83,343 | $98,750-15.6% | $149,696-44.3% | $79,858+4.4% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 12.78% | 27.43%-14.7pp | 276.60%-263.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,562 | $3,216-51.4% | $4,644-66.4% | $2,471-36.8% |
| Participant deferral / active EE | $2,451 | $5,680-56.8% | $6,842-64.2% | $3,740-34.5% |
| Admin fee / account holder | $10,696 | $6,053+76.7% | $9,309+14.9% | $5,306+101.6% |