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 | $90,012 | $99,985-10.0% | $146,665-38.6% | $85,850+4.8% |
| Participation rate | 71.1% | 73.1%-2.0pp | 80.1%-9.0pp | 69.3%+1.7pp |
| Annual return | 12.16% | 18.93%-6.8pp | 22.74%-10.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,923 | $2,559-24.8% | $4,136-53.5% | $2,565-25.0% |
| Participant deferral / active EE | $4,438 | $4,006+10.8% | $5,506-19.4% | $3,952+12.3% |
| Admin fee / account holder | $22,575 | $7,702+193.1% | $10,280+119.6% | $6,260+260.6% |