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 | $79,963 | $91,037-12.2% | $71,671+11.6% | $147,584-45.8% |
| Participation rate | 83.3% | 76.1%+7.2pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 15.26% | 20.48%-5.2pp | 20.65%-5.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,523 | $3,327-24.2% | $2,460+2.6% | $4,876-48.3% |
| Participant deferral / active EE | $3,805 | $4,498-15.4% | $3,438+10.7% | $5,439-30.0% |
| Admin fee / account holder | $7,293 | $8,613-15.3% | $5,558+31.2% | $10,885-33.0% |