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 | $73,615 | $100,041-26.4% | $149,718-50.8% | $70,131+5.0% |
| Participation rate | 78.8% | 83.6%-4.8pp | 87.1%-8.3pp | 69.5%+9.2pp |
| Annual return | 16.31% | 27.43%-11.1pp | 1501.63%-1485.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,131 | $3,662-41.8% | $5,445-60.9% | $2,342-9.0% |
| Participant deferral / active EE | $7,120 | $4,983+42.9% | $6,569+8.4% | $3,332+113.7% |
| Admin fee / account holder | $3,140 | $8,286-62.1% | $11,283-72.2% | $4,645-32.4% |