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 | $76,233 | $98,750-22.8% | $149,696-49.1% | $79,858-4.5% |
| Participation rate | 73.7% | 75.8%-2.1pp | 82.5%-8.8pp | 69.6%+4.1pp |
| Annual return | 18.68% | 27.43%-8.7pp | 276.60%-257.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,402 | $3,216-56.4% | $4,644-69.8% | $2,471-43.2% |
| Participant deferral / active EE | $3,833 | $5,680-32.5% | $6,842-44.0% | $3,740+2.5% |
| Admin fee / account holder | $1,848 | $6,053-69.5% | $9,309-80.2% | $5,306-65.2% |