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 | $82,307 | $99,652-17.4% | $78,778+4.5% | $147,584-44.2% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 11.38% | 47.28%-35.9pp | 35.62%-24.2pp | 578.55%-567.2pp |
| Employer contribution / active EE | $960 | $2,796-65.7% | $1,986-51.7% | $4,876-80.3% |
| Participant deferral / active EE | $1,091 | $3,664-70.2% | $2,958-63.1% | $5,439-79.9% |
| Admin fee / account holder | $1,460 | $7,155-79.6% | $5,134-71.6% | $10,885-86.6% |