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 | $79,024 | $100,041-21.0% | $149,718-47.2% | $70,131+12.7% |
| Participation rate | 98.1% | 83.6%+14.5pp | 87.1%+11.0pp | 69.5%+28.6pp |
| Annual return | 16.33% | 27.43%-11.1pp | 1501.63%-1485.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $3,792 | $3,662+3.6% | $5,445-30.4% | $2,342+61.9% |
| Participant deferral / active EE | $2,764 | $4,983-44.5% | $6,569-57.9% | $3,332-17.0% |
| Admin fee / account holder | $4,598 | $8,286-44.5% | $11,283-59.3% | $4,645-1.0% |