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 | $82,498 | $100,041-17.5% | $149,718-44.9% | $70,131+17.6% |
| Participation rate | 88.2% | 83.6%+4.6pp | 87.1%+1.2pp | 69.5%+18.7pp |
| Annual return | 14.34% | 27.43%-13.1pp | 1501.63%-1487.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $2,324 | $3,662-36.5% | $5,445-57.3% | $2,342-0.8% |
| Participant deferral / active EE | $6,359 | $4,983+27.6% | $6,569-3.2% | $3,332+90.9% |
| Admin fee / account holder | $3,913 | $8,286-52.8% | $11,283-65.3% | $4,645-15.8% |