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 5-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 | $87,735 | $99,877-12.2% | $84,966+3.3% | $145,922-39.9% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.5pp |
| Annual return | 11.46% | 83.76%-72.3pp | 66.38%-54.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,556 | $3,231-20.9% | $2,727-6.3% | $4,660-45.1% |
| Participant deferral / active EE | $3,493 | $5,291-34.0% | $4,519-22.7% | $6,688-47.8% |
| Admin fee / account holder | $11,277 | $7,248+55.6% | $6,149+83.4% | $13,397-15.8% |