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 | $85,949 | $100,041-14.1% | $149,718-42.6% | $70,131+22.6% |
| Participation rate | 82.8% | 83.6%-0.8pp | 87.1%-4.3pp | 69.5%+13.2pp |
| Annual return | 13.91% | 27.43%-13.5pp | 1501.63%-1487.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,888 | $3,662-48.4% | $5,445-65.3% | $2,342-19.4% |
| Participant deferral / active EE | $3,758 | $4,983-24.6% | $6,569-42.8% | $3,332+12.8% |
| Admin fee / account holder | $7,460 | $8,286-10.0% | $11,283-33.9% | $4,645+60.6% |