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 | $96,843 | $64,839+49.4% | $95,585+1.3% | $84,808+14.2% |
| Participation rate | 77.2% | 63.8%+13.4pp | 72.1%+5.1pp | 68.3%+8.9pp |
| Annual return | 15.56% | -670.96%+686.5pp | 38.56%-23.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $822 | $1,759-53.3% | $2,527-67.5% | $2,631-68.8% |
| Participant deferral / active EE | $4,268 | $2,965+44.0% | $4,023+6.1% | $4,212+1.3% |
| Admin fee / account holder | $8,954 | $5,964+50.1% | $6,127+46.1% | $7,344+21.9% |