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 | $88,200 | $108,172-18.5% | $77,482+13.8% | $158,922-44.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 6.18% | 31.67%-25.5pp | 54.79%-48.6pp | 302.83%-296.6pp |
| Employer contribution / active EE | $857 | $1,325-35.3% | $986-13.1% | $4,761-82.0% |
| Participant deferral / active EE | $198 | $2,456-92.0% | $1,861-89.4% | $5,982-96.7% |
| Admin fee / account holder | $9,901 | $3,708+167.0% | $2,858+246.5% | $11,246-12.0% |