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 | $80,044 | $99,652-19.7% | $78,778+1.6% | $147,584-45.8% |
| Participation rate | 93.8% | 76.2%+17.5pp | 69.2%+24.6pp | 82.8%+10.9pp |
| Annual return | 16.86% | 47.28%-30.4pp | 35.62%-18.8pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,750 | $2,796-37.4% | $1,986-11.9% | $4,876-64.1% |
| Participant deferral / active EE | $6,285 | $3,664+71.6% | $2,958+112.5% | $5,439+15.6% |
| Admin fee / account holder | $6,477 | $7,155-9.5% | $5,134+26.2% | $10,885-40.5% |