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 | $94,287 | $107,334-12.2% | $92,893+1.5% | $152,861-38.3% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 12.23% | 145.58%-133.3pp | 109.41%-97.2pp | 345.32%-333.1pp |
| Employer contribution / active EE | $1,847 | $4,221-56.2% | $3,653-49.4% | $4,762-61.2% |
| Participant deferral / active EE | $3,428 | $4,845-29.2% | $4,236-19.1% | $5,850-41.4% |
| Admin fee / account holder | $3,293 | $7,079-53.5% | $5,794-43.2% | $11,596-71.6% |