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 | $142,330 | $96,484+47.5% | $75,886+87.6% | $152,861-6.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.4%-7.4pp |
| Annual return | 25.23% | 33.98%-8.8pp | 30.76%-5.5pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,292 | $3,309-61.0% | $2,500-48.3% | $4,762-72.9% |
| Participant deferral / active EE | $6,875 | $4,553+51.0% | $3,603+90.8% | $5,850+17.5% |
| Admin fee / account holder | $6,424 | $8,078-20.5% | $5,418+18.6% | $11,596-44.6% |