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 | $56,981 | $183,519-69.0% | $155,509-63.4% | $145,922-61.0% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 14.21% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,169 | $5,313-59.2% | $4,672-53.6% | $4,660-53.4% |
| Participant deferral / active EE | $5,720 | $6,462-11.5% | $5,626+1.7% | $6,688-14.5% |
| Admin fee / account holder | $4,729 | $19,313-75.5% | $15,912-70.3% | $13,397-64.7% |