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 | $77,692 | $125,758-38.2% | $169,993-54.3% | $75,163+3.4% |
| Participation rate | 92.8% | 83.6%+9.2pp | 87.0%+5.8pp | 67.2%+25.6pp |
| Annual return | 14.27% | 27.20%-12.9pp | 53.37%-39.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,822 | $4,615-38.9% | $6,785-58.4% | $2,670+5.7% |
| Participant deferral / active EE | $3,782 | $6,837-44.7% | $10,408-63.7% | $4,125-8.3% |
| Admin fee / account holder | $13,356 | $8,173+63.4% | $12,815+4.2% | $5,651+136.4% |