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 | $97,875 | $108,825-10.1% | $156,181-37.3% | $82,448+18.7% |
| Participation rate | 77.8% | 72.4%+5.4pp | 78.8%-1.1pp | 68.1%+9.7pp |
| Annual return | 16.21% | 20.59%-4.4pp | 64.87%-48.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,549 | $2,870-46.0% | $4,294-63.9% | $2,551-39.3% |
| Participant deferral / active EE | $10,033 | $4,577+119.2% | $6,132+63.6% | $4,139+142.4% |
| Admin fee / account holder | $2,125 | $9,341-77.2% | $14,586-85.4% | $7,234-70.6% |