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 | $104,809 | $108,642-3.5% | $74,701+40.3% | $152,861-31.4% |
| Participation rate | 72.7% | 65.3%+7.4pp | 54.5%+18.3pp | 82.4%-9.7pp |
| Annual return | 19.03% | 114.06%-95.0pp | 752.92%-733.9pp | 345.32%-326.3pp |
| Employer contribution / active EE | $862 | $1,503-42.6% | $1,084-20.4% | $4,762-81.9% |
| Participant deferral / active EE | $2,948 | $2,712+8.7% | $1,964+50.1% | $5,850-49.6% |
| Admin fee / account holder | $1,109 | $4,902-77.4% | $3,333-66.7% | $11,596-90.4% |