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 | $76,524 | $105,181-27.2% | $159,436-52.0% | $85,850-10.9% |
| Participation rate | 86.8% | 75.8%+11.0pp | 82.8%+3.9pp | 69.3%+17.4pp |
| Annual return | 17.51% | 45.07%-27.6pp | 263.57%-246.1pp | 318.53%-301.0pp |
| Employer contribution / active EE | $2,974 | $3,318-10.4% | $4,829-38.4% | $2,565+15.9% |
| Participant deferral / active EE | $9,663 | $5,945+62.5% | $7,352+31.4% | $3,952+144.5% |
| Admin fee / account holder | $3,436 | $6,933-50.4% | $10,799-68.2% | $6,260-45.1% |