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 | $101,373 | $106,890-5.2% | $84,015+20.7% | $152,861-33.7% |
| Participation rate | 91.7% | 75.2%+16.4pp | 69.0%+22.7pp | 82.4%+9.2pp |
| Annual return | 22.98% | 104.99%-82.0pp | 71.31%-48.3pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,219 | $2,734-55.4% | $1,983-38.6% | $4,762-74.4% |
| Participant deferral / active EE | $3,277 | $4,011-18.3% | $3,239+1.2% | $5,850-44.0% |
| Admin fee / account holder | $317 | $8,285-96.2% | $6,101-94.8% | $11,596-97.3% |