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 | $70,901 | $82,032-13.6% | $123,104-42.4% | $59,632+18.9% |
| Participation rate | 74.4% | 83.2%-8.8pp | 86.8%-12.3pp | 68.7%+5.8pp |
| Annual return | 8.42% | 5.12%+3.3pp | 13.22%-4.8pp | 2041.28%-2032.9pp |
| Employer contribution / active EE | $1,927 | $3,297-41.5% | $5,151-62.6% | $2,203-12.5% |
| Participant deferral / active EE | $2,532 | $4,667-45.7% | $6,230-59.4% | $3,192-20.7% |
| Admin fee / account holder | $3,988 | $5,881-32.2% | $9,015-55.8% | $4,297-7.2% |