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 | $83,364 | $100,041-16.7% | $149,718-44.3% | $70,131+18.9% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.1%-7.1pp | 69.5%+10.5pp |
| Annual return | 18.61% | 27.43%-8.8pp | 1501.63%-1483.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,480 | $3,662-59.6% | $5,445-72.8% | $2,342-36.8% |
| Participant deferral / active EE | $2,781 | $4,983-44.2% | $6,569-57.7% | $3,332-16.5% |
| Admin fee / account holder | $32,723 | $8,286+294.9% | $11,283+190.0% | $4,645+604.4% |