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 | $75,664 | $84,233-10.2% | $170,442-55.6% | $70,131+7.9% |
| Participation rate | 85.4% | 70.8%+14.5pp | 83.6%+1.8pp | 69.5%+15.8pp |
| Annual return | 18.84% | 23.06%-4.2pp | 205.93%-187.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $2,153 | $3,387-36.4% | $5,433-60.4% | $2,342-8.1% |
| Participant deferral / active EE | $4,047 | $3,086+31.2% | $4,939-18.1% | $3,332+21.5% |
| Admin fee / account holder | $1,433 | $5,698-74.8% | $13,880-89.7% | $4,645-69.1% |