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 | $86,680 | $98,750-12.2% | $149,696-42.1% | $79,858+8.5% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.5%-10.5pp | 69.6%+2.4pp |
| Annual return | 13.68% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,221 | $3,216-62.0% | $4,644-73.7% | $2,471-50.6% |
| Participant deferral / active EE | $3,736 | $5,680-34.2% | $6,842-45.4% | $3,740-0.1% |
| Admin fee / account holder | $3,187 | $6,053-47.3% | $9,309-65.8% | $5,306-39.9% |