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 | $82,731 | $98,750-16.2% | $149,696-44.7% | $79,858+3.6% |
| Participation rate | 73.3% | 75.8%-2.4pp | 82.5%-9.1pp | 69.6%+3.7pp |
| Annual return | 12.81% | 27.43%-14.6pp | 276.60%-263.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,913 | $3,216-40.5% | $4,644-58.8% | $2,471-22.6% |
| Participant deferral / active EE | $7,035 | $5,680+23.9% | $6,842+2.8% | $3,740+88.1% |
| Admin fee / account holder | $9,948 | $6,053+64.4% | $9,309+6.9% | $5,306+87.5% |