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 | $78,718 | $89,355-11.9% | $141,162-44.2% | $72,985+7.9% |
| Participation rate | 90.7% | 75.1%+15.6pp | 82.5%+8.3pp | 69.5%+21.3pp |
| Annual return | 19.51% | 111.85%-92.3pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,085 | $3,114-33.0% | $4,735-56.0% | $2,440-14.5% |
| Participant deferral / active EE | $4,062 | $5,418-25.0% | $6,709-39.5% | $3,607+12.6% |
| Admin fee / account holder | $3,216 | $5,958-46.0% | $10,261-68.7% | $5,124-37.2% |