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 | $80,259 | $98,750-18.7% | $149,696-46.4% | $79,858+0.5% |
| Participation rate | 71.9% | 75.8%-3.9pp | 82.5%-10.6pp | 69.6%+2.2pp |
| Annual return | 13.08% | 27.43%-14.3pp | 276.60%-263.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,843 | $3,216-11.6% | $4,644-38.8% | $2,471+15.1% |
| Participant deferral / active EE | $5,221 | $5,680-8.1% | $6,842-23.7% | $3,740+39.6% |
| Admin fee / account holder | $3,584 | $6,053-40.8% | $9,309-61.5% | $5,306-32.5% |