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 | $78,673 | $99,985-21.3% | $146,665-46.4% | $85,850-8.4% |
| Participation rate | 75.6% | 73.1%+2.6pp | 80.1%-4.5pp | 69.3%+6.3pp |
| Annual return | 12.16% | 18.93%-6.8pp | 22.74%-10.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $2,436 | $2,559-4.8% | $4,136-41.1% | $2,565-5.0% |
| Participant deferral / active EE | $5,621 | $4,006+40.3% | $5,506+2.1% | $3,952+42.3% |
| Admin fee / account holder | $12,637 | $7,702+64.1% | $10,280+22.9% | $6,260+101.9% |