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 | $93,610 | $100,041-6.4% | $149,718-37.5% | $70,131+33.5% |
| Participation rate | 91.8% | 83.6%+8.2pp | 87.1%+4.8pp | 69.5%+22.3pp |
| Annual return | 15.76% | 27.43%-11.7pp | 1501.63%-1485.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,676 | $3,662-54.2% | $5,445-69.2% | $2,342-28.5% |
| Participant deferral / active EE | $5,490 | $4,983+10.2% | $6,569-16.4% | $3,332+64.8% |
| Admin fee / account holder | $3,752 | $8,286-54.7% | $11,283-66.7% | $4,645-19.2% |