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 | $88,780 | $99,652-10.9% | $78,778+12.7% | $147,584-39.8% |
| Participation rate | 76.9% | 76.2%+0.7pp | 69.2%+7.7pp | 82.8%-5.9pp |
| Annual return | 12.02% | 47.28%-35.3pp | 35.62%-23.6pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,116 | $2,796-60.1% | $1,986-43.8% | $4,876-77.1% |
| Participant deferral / active EE | $2,396 | $3,664-34.6% | $2,958-19.0% | $5,439-55.9% |
| Admin fee / account holder | $5,448 | $7,155-23.9% | $5,134+6.1% | $10,885-49.9% |