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 | $91,687 | $89,355+2.6% | $141,162-35.0% | $72,985+25.6% |
| Participation rate | 70.4% | 75.1%-4.7pp | 82.5%-12.1pp | 69.5%+0.9pp |
| Annual return | 19.51% | 111.85%-92.3pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,729 | $3,114-44.5% | $4,735-63.5% | $2,440-29.2% |
| Participant deferral / active EE | $5,797 | $5,418+7.0% | $6,709-13.6% | $3,607+60.7% |
| Admin fee / account holder | $1,226 | $5,958-79.4% | $10,261-88.1% | $5,124-76.1% |