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 | $91,626 | $109,359-16.2% | $162,163-43.5% | $72,985+25.5% |
| Participation rate | 76.5% | 84.3%-7.8pp | 87.6%-11.1pp | 69.5%+7.0pp |
| Annual return | 18.92% | 25.46%-6.5pp | 115.59%-96.7pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,230 | $3,907-68.5% | $5,614-78.1% | $2,440-49.6% |
| Participant deferral / active EE | $3,838 | $5,481-30.0% | $7,298-47.4% | $3,607+6.4% |
| Admin fee / account holder | $12,902 | $7,972+61.9% | $10,843+19.0% | $5,124+151.8% |