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 | $77,003 | $99,877-22.9% | $84,966-9.4% | $145,922-47.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 11.08% | 83.76%-72.7pp | 66.38%-55.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,459 | $3,231-54.8% | $2,727-46.5% | $4,660-68.7% |
| Participant deferral / active EE | $2,111 | $5,291-60.1% | $4,519-53.3% | $6,688-68.4% |
| Admin fee / account holder | $7,194 | $7,248-0.7% | $6,149+17.0% | $13,397-46.3% |