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 | $72,592 | $101,069-28.2% | $81,478-10.9% | $147,584-50.8% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 15.79% | 32.40%-16.6pp | 38.78%-23.0pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,415 | $3,205-24.7% | $2,568-6.0% | $4,876-50.5% |
| Participant deferral / active EE | $11,161 | $4,242+163.1% | $3,537+215.6% | $5,439+105.2% |
| Admin fee / account holder | $3,757 | $5,812-35.4% | $4,561-17.6% | $10,885-65.5% |