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 | $91,227 | $100,041-8.8% | $149,718-39.1% | $70,131+30.1% |
| Participation rate | 86.2% | 83.6%+2.6pp | 87.1%-0.9pp | 69.5%+16.6pp |
| Annual return | 18.93% | 27.43%-8.5pp | 1501.63%-1482.7pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,187 | $3,662-67.6% | $5,445-78.2% | $2,342-49.3% |
| Participant deferral / active EE | $4,820 | $4,983-3.3% | $6,569-26.6% | $3,332+44.7% |
| Admin fee / account holder | $1,325 | $8,286-84.0% | $11,283-88.3% | $4,645-71.5% |