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 | $101,769 | $57,354+77.4% | $83,848+21.4% | $64,186+58.6% |
| Participation rate | 81.8% | 68.6%+13.2pp | 76.1%+5.7pp | 69.6%+12.2pp |
| Annual return | -5.62% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $987 | $2,545-61.2% | $3,631-72.8% | $2,381-58.5% |
| Participant deferral / active EE | $9,863 | $2,993+229.5% | $4,082+141.6% | $3,470+184.3% |
| Admin fee / account holder | $629 | $4,046-84.5% | $5,478-88.5% | $4,888-87.1% |