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 | $86,838 | $89,355-2.8% | $141,162-38.5% | $72,985+19.0% |
| Participation rate | 79.3% | 75.1%+4.2pp | 82.5%-3.2pp | 69.5%+9.8pp |
| Annual return | 28.90% | 111.85%-82.9pp | 71.39%-42.5pp | 81.00%-52.1pp |
| Employer contribution / active EE | $6,264 | $3,114+101.1% | $4,735+32.3% | $2,440+156.7% |
| Participant deferral / active EE | $7,259 | $5,418+34.0% | $6,709+8.2% | $3,607+101.2% |
| Admin fee / account holder | $675 | $5,958-88.7% | $10,261-93.4% | $5,124-86.8% |