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 | $88,708 | $100,041-11.3% | $149,718-40.7% | $70,131+26.5% |
| Participation rate | 85.1% | 83.6%+1.5pp | 87.1%-2.0pp | 69.5%+15.6pp |
| Annual return | 15.85% | 27.43%-11.6pp | 1501.63%-1485.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,422 | $3,662-61.2% | $5,445-73.9% | $2,342-39.3% |
| Participant deferral / active EE | $3,106 | $4,983-37.7% | $6,569-52.7% | $3,332-6.8% |
| Admin fee / account holder | $2,758 | $8,286-66.7% | $11,283-75.6% | $4,645-40.6% |