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 | $88,375 | $89,355-1.1% | $141,162-37.4% | $72,985+21.1% |
| Participation rate | 81.4% | 75.1%+6.2pp | 82.5%-1.1pp | 69.5%+11.9pp |
| Annual return | 50.83% | 111.85%-61.0pp | 71.39%-20.6pp | 81.00%-30.2pp |
| Employer contribution / active EE | $4,104 | $3,114+31.8% | $4,735-13.3% | $2,440+68.2% |
| Participant deferral / active EE | $6,657 | $5,418+22.9% | $6,709-0.8% | $3,607+84.5% |
| Admin fee / account holder | $528 | $5,958-91.1% | $10,261-94.9% | $5,124-89.7% |