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 | $87,990 | $100,041-12.0% | $149,718-41.2% | $70,131+25.5% |
| Participation rate | 72.0% | 83.6%-11.6pp | 87.1%-15.1pp | 69.5%+2.5pp |
| Annual return | 17.96% | 27.43%-9.5pp | 1501.63%-1483.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,270 | $3,662-38.0% | $5,445-58.3% | $2,342-3.1% |
| Participant deferral / active EE | $4,470 | $4,983-10.3% | $6,569-31.9% | $3,332+34.2% |
| Admin fee / account holder | $1,658 | $8,286-80.0% | $11,283-85.3% | $4,645-64.3% |