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 | $82,835 | $98,750-16.1% | $149,696-44.7% | $79,858+3.7% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 17.77% | 27.43%-9.7pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,029 | $3,216-68.0% | $4,644-77.8% | $2,471-58.3% |
| Participant deferral / active EE | $6,059 | $5,680+6.7% | $6,842-11.4% | $3,740+62.0% |
| Admin fee / account holder | $1,945 | $6,053-67.9% | $9,309-79.1% | $5,306-63.3% |