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 | $111,394 | $106,890+4.2% | $84,015+32.6% | $152,861-27.1% |
| Participation rate | 73.7% | 75.2%-1.6pp | 69.0%+4.7pp | 82.4%-8.8pp |
| Annual return | 18.03% | 104.99%-87.0pp | 71.31%-53.3pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,712 | $2,734-37.4% | $1,983-13.7% | $4,762-64.1% |
| Participant deferral / active EE | $4,219 | $4,011+5.2% | $3,239+30.3% | $5,850-27.9% |
| Admin fee / account holder | $1,903 | $8,285-77.0% | $6,101-68.8% | $11,596-83.6% |