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 | $96,424 | $117,841-18.2% | $102,423-5.9% | $145,922-33.9% |
| Participation rate | 82.4% | 78.6%+3.8pp | 76.5%+5.9pp | 80.3%+2.1pp |
| Annual return | 12.23% | 31.65%-19.4pp | 29.32%-17.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,207 | $3,615-66.6% | $3,023-60.1% | $4,660-74.1% |
| Participant deferral / active EE | $6,250 | $5,731+9.1% | $5,053+23.7% | $6,688-6.5% |
| Admin fee / account holder | $8,239 | $13,326-38.2% | $9,451-12.8% | $13,397-38.5% |