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 | $80,658 | $85,766-6.0% | $136,294-40.8% | $70,131+15.0% |
| Participation rate | 76.5% | 74.2%+2.4pp | 81.9%-5.4pp | 69.5%+7.0pp |
| Annual return | 16.96% | 31.45%-14.5pp | 5155.94%-5139.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $879 | $2,966-70.4% | $4,695-81.3% | $2,342-62.5% |
| Participant deferral / active EE | $4,734 | $5,051-6.3% | $6,247-24.2% | $3,332+42.1% |
| Admin fee / account holder | $4,516 | $5,420-16.7% | $9,243-51.1% | $4,645-2.8% |