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 | $95,859 | $98,750-2.9% | $149,696-36.0% | $79,858+20.0% |
| Participation rate | 78.0% | 75.8%+2.2pp | 82.5%-4.5pp | 69.6%+8.4pp |
| Annual return | 12.63% | 27.43%-14.8pp | 276.60%-264.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,583 | $3,216-50.8% | $4,644-65.9% | $2,471-35.9% |
| Participant deferral / active EE | $5,741 | $5,680+1.1% | $6,842-16.1% | $3,740+53.5% |
| Admin fee / account holder | $8,624 | $6,053+42.5% | $9,309-7.4% | $5,306+62.5% |