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 | $78,922 | $98,750-20.1% | $149,696-47.3% | $79,858-1.2% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 18.95% | 27.43%-8.5pp | 276.60%-257.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,232 | $3,216-30.6% | $4,644-51.9% | $2,471-9.6% |
| Participant deferral / active EE | $4,988 | $5,680-12.2% | $6,842-27.1% | $3,740+33.4% |
| Admin fee / account holder | $515 | $6,053-91.5% | $9,309-94.5% | $5,306-90.3% |