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 | $118,228 | $106,890+10.6% | $84,015+40.7% | $152,861-22.7% |
| Participation rate | 95.0% | 75.2%+19.8pp | 69.0%+26.0pp | 82.4%+12.6pp |
| Annual return | 20.53% | 104.99%-84.5pp | 71.31%-50.8pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,562 | $2,734-42.9% | $1,983-21.2% | $4,762-67.2% |
| Participant deferral / active EE | $5,624 | $4,011+40.2% | $3,239+73.7% | $5,850-3.9% |
| Admin fee / account holder | $907 | $8,285-89.1% | $6,101-85.1% | $11,596-92.2% |