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 | $76,837 | $100,901-23.8% | $75,670+1.5% | $147,584-47.9% |
| Participation rate | 85.7% | 77.1%+8.6pp | 72.3%+13.4pp | 82.8%+2.9pp |
| Annual return | 20.82% | 35.78%-15.0pp | 27.34%-6.5pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,728 | $3,253-46.9% | $2,352-26.5% | $4,876-64.6% |
| Participant deferral / active EE | $6,294 | $4,027+56.3% | $3,142+100.3% | $5,439+15.7% |
| Admin fee / account holder | $3,126 | $11,285-72.3% | $5,800-46.1% | $10,885-71.3% |