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 | $84,036 | $89,355-6.0% | $141,162-40.5% | $72,985+15.1% |
| Participation rate | 75.4% | 75.1%+0.3pp | 82.5%-7.0pp | 69.5%+6.0pp |
| Annual return | 21.69% | 111.85%-90.2pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,512 | $3,114-51.4% | $4,735-68.1% | $2,440-38.0% |
| Participant deferral / active EE | $4,383 | $5,418-19.1% | $6,709-34.7% | $3,607+21.5% |
| Admin fee / account holder | $13,276 | $5,958+122.8% | $10,261+29.4% | $5,124+159.1% |