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 | $84,636 | $89,355-5.3% | $141,162-40.0% | $72,985+16.0% |
| Participation rate | 72.7% | 75.1%-2.4pp | 82.5%-9.7pp | 69.5%+3.2pp |
| Annual return | 25.04% | 111.85%-86.8pp | 71.39%-46.3pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,499 | $3,114-51.9% | $4,735-68.3% | $2,440-38.5% |
| Participant deferral / active EE | $7,703 | $5,418+42.2% | $6,709+14.8% | $3,607+113.5% |
| Admin fee / account holder | $18,007 | $5,958+202.2% | $10,261+75.5% | $5,124+251.4% |