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 | $76,309 | $98,750-22.7% | $149,696-49.0% | $79,858-4.4% |
| Participation rate | 79.2% | 75.8%+3.5pp | 82.5%-3.2pp | 69.6%+9.6pp |
| Annual return | 16.36% | 27.43%-11.1pp | 276.60%-260.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,792 | $3,216-44.3% | $4,644-61.4% | $2,471-27.5% |
| Participant deferral / active EE | $3,325 | $5,680-41.5% | $6,842-51.4% | $3,740-11.1% |
| Admin fee / account holder | $8,914 | $6,053+47.3% | $9,309-4.2% | $5,306+68.0% |