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 | $74,221 | $89,355-16.9% | $141,162-47.4% | $72,985+1.7% |
| Participation rate | 87.9% | 75.1%+12.8pp | 82.5%+5.4pp | 69.5%+18.4pp |
| Annual return | 28.42% | 111.85%-83.4pp | 71.39%-43.0pp | 81.00%-52.6pp |
| Employer contribution / active EE | $2,590 | $3,114-16.8% | $4,735-45.3% | $2,440+6.2% |
| Participant deferral / active EE | $8,192 | $5,418+51.2% | $6,709+22.1% | $3,607+127.1% |
| Admin fee / account holder | $1,259 | $5,958-78.9% | $10,261-87.7% | $5,124-75.4% |