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 | $75,790 | $70,669+7.2% | $169,368-55.3% | $75,163+0.8% |
| Participation rate | 84.6% | 64.8%+19.8pp | 77.1%+7.5pp | 67.2%+17.4pp |
| Annual return | 16.05% | 36.36%-20.3pp | 405.60%-389.5pp | 160.62%-144.6pp |
| Employer contribution / active EE | $760 | $2,211-65.6% | $4,013-81.1% | $2,670-71.6% |
| Participant deferral / active EE | $3,803 | $4,311-11.8% | $6,221-38.9% | $4,125-7.8% |
| Admin fee / account holder | $7,350 | $5,402+36.1% | $9,003-18.4% | $5,651+30.1% |