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 | $84,313 | $98,750-14.6% | $149,696-43.7% | $79,858+5.6% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 20.40% | 27.43%-7.0pp | 276.60%-256.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,463 | $3,216-54.5% | $4,644-68.5% | $2,471-40.8% |
| Participant deferral / active EE | $13,594 | $5,680+139.3% | $6,842+98.7% | $3,740+263.5% |
| Admin fee / account holder | $1,613 | $6,053-73.4% | $9,309-82.7% | $5,306-69.6% |