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 | $87,937 | $106,890-17.7% | $84,015+4.7% | $152,861-42.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 20.09% | 104.99%-84.9pp | 71.31%-51.2pp | 345.32%-325.2pp |
| Employer contribution / active EE | $930 | $2,734-66.0% | $1,983-53.1% | $4,762-80.5% |
| Participant deferral / active EE | $2,013 | $4,011-49.8% | $3,239-37.8% | $5,850-65.6% |
| Admin fee / account holder | $611 | $8,285-92.6% | $6,101-90.0% | $11,596-94.7% |