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 | $69,280 | $70,756-2.1% | $65,493+5.8% | $142,382-51.3% |
| Participation rate | 93.8% | 77.4%+16.4pp | 73.1%+20.7pp | 80.1%+13.6pp |
| Annual return | 11.24% | 1754.89%-1743.7pp | 982.45%-971.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $769 | $2,881-73.3% | $2,574-70.1% | $4,299-82.1% |
| Participant deferral / active EE | $2,314 | $4,637-50.1% | $3,961-41.6% | $6,507-64.4% |
| Admin fee / account holder | $2,667 | $6,559-59.3% | $5,028-47.0% | $12,624-78.9% |