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 | $171,401 | $98,750+73.6% | $149,696+14.5% | $79,858+114.6% |
| Participation rate | 76.5% | 75.8%+0.7pp | 82.5%-6.0pp | 69.6%+6.8pp |
| Annual return | 13.21% | 27.43%-14.2pp | 276.60%-263.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,965 | $3,216-38.9% | $4,644-57.7% | $2,471-20.5% |
| Participant deferral / active EE | $4,236 | $5,680-25.4% | $6,842-38.1% | $3,740+13.3% |
| Admin fee / account holder | $3,515 | $6,053-41.9% | $9,309-62.2% | $5,306-33.8% |