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 | $74,022 | $100,041-26.0% | $149,718-50.6% | $70,131+5.5% |
| Participation rate | 92.0% | 83.6%+8.4pp | 87.1%+4.9pp | 69.5%+22.5pp |
| Annual return | 15.62% | 27.43%-11.8pp | 1501.63%-1486.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $2,917 | $3,662-20.3% | $5,445-46.4% | $2,342+24.5% |
| Participant deferral / active EE | $4,789 | $4,983-3.9% | $6,569-27.1% | $3,332+43.7% |
| Admin fee / account holder | $7,984 | $8,286-3.6% | $11,283-29.2% | $4,645+71.9% |