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 7-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 | $77,530 | $89,355-13.2% | $141,162-45.1% | $72,985+6.2% |
| Participation rate | 73.1% | 75.1%-2.0pp | 82.5%-9.4pp | 69.5%+3.6pp |
| Annual return | 28.92% | 111.85%-82.9pp | 71.39%-42.5pp | 81.00%-52.1pp |
| Employer contribution / active EE | $2,124 | $3,114-31.8% | $4,735-55.1% | $2,440-13.0% |
| Participant deferral / active EE | $10,161 | $5,418+87.6% | $6,709+51.5% | $3,607+181.7% |
| Admin fee / account holder | $15,234 | $5,958+155.7% | $10,261+48.5% | $5,124+197.3% |