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 | $122,866 | $106,890+14.9% | $84,015+46.2% | $152,861-19.6% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 20.34% | 104.99%-84.6pp | 71.31%-51.0pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,046 | $2,734-61.7% | $1,983-47.3% | $4,762-78.0% |
| Participant deferral / active EE | $4,061 | $4,011+1.2% | $3,239+25.4% | $5,850-30.6% |
| Admin fee / account holder | $2,848 | $8,285-65.6% | $6,101-53.3% | $11,596-75.4% |