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 | $84,499 | $98,750-14.4% | $149,696-43.6% | $79,858+5.8% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.5%+11.9pp | 69.6%+24.7pp |
| Annual return | 18.02% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,169 | $3,216-32.6% | $4,644-53.3% | $2,471-12.2% |
| Participant deferral / active EE | $7,230 | $5,680+27.3% | $6,842+5.7% | $3,740+93.3% |
| Admin fee / account holder | $1,473 | $6,053-75.7% | $9,309-84.2% | $5,306-72.2% |