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 | $78,616 | $91,037-13.6% | $71,671+9.7% | $147,584-46.7% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 16.02% | 20.48%-4.5pp | 20.65%-4.6pp | 578.55%-562.5pp |
| Employer contribution / active EE | $4,180 | $3,327+25.6% | $2,460+69.9% | $4,876-14.3% |
| Participant deferral / active EE | $10,338 | $4,498+129.8% | $3,438+200.7% | $5,439+90.1% |
| Admin fee / account holder | $20,833 | $8,613+141.9% | $5,558+274.8% | $10,885+91.4% |