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 | $81,301 | $93,571-13.1% | $135,903-40.2% | $75,163+8.2% |
| Participation rate | 76.5% | 75.2%+1.3pp | 81.9%-5.4pp | 67.2%+9.3pp |
| Annual return | 18.25% | 30.90%-12.6pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,827 | $3,537-20.1% | $4,856-41.8% | $2,670+5.9% |
| Participant deferral / active EE | $6,005 | $6,404-6.2% | $7,758-22.6% | $4,125+45.6% |
| Admin fee / account holder | $3,402 | $6,975-51.2% | $10,762-68.4% | $5,651-39.8% |