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 | $64,250 | $82,032-21.7% | $123,104-47.8% | $59,632+7.7% |
| Participation rate | 97.7% | 83.2%+14.5pp | 86.8%+10.9pp | 68.7%+29.0pp |
| Annual return | 10.92% | 5.12%+5.8pp | 13.22%-2.3pp | 2041.28%-2030.4pp |
| Employer contribution / active EE | $1,974 | $3,297-40.1% | $5,151-61.7% | $2,203-10.4% |
| Participant deferral / active EE | $10,173 | $4,667+118.0% | $6,230+63.3% | $3,192+218.7% |
| Admin fee / account holder | $1,757 | $5,881-70.1% | $9,015-80.5% | $4,297-59.1% |