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 | $68,060 | $104,907-35.1% | $84,611-19.6% | $152,861-55.5% |
| Participation rate | 79.2% | 74.8%+4.3pp | 68.2%+10.9pp | 82.4%-3.3pp |
| Annual return | 24.01% | 373.79%-349.8pp | 258.74%-234.7pp | 345.32%-321.3pp |
| Employer contribution / active EE | $859 | $3,302-74.0% | $2,652-67.6% | $4,762-82.0% |
| Participant deferral / active EE | $1,719 | $4,688-63.3% | $3,899-55.9% | $5,850-70.6% |
| Admin fee / account holder | $13,429 | $6,241+115.2% | $4,912+173.4% | $11,596+15.8% |