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 | $98,812 | $106,890-7.6% | $84,015+17.6% | $152,861-35.4% |
| Participation rate | 73.9% | 75.2%-1.3pp | 69.0%+4.9pp | 82.4%-8.5pp |
| Annual return | 24.90% | 104.99%-80.1pp | 71.31%-46.4pp | 345.32%-320.4pp |
| Employer contribution / active EE | $848 | $2,734-69.0% | $1,983-57.2% | $4,762-82.2% |
| Participant deferral / active EE | $2,779 | $4,011-30.7% | $3,239-14.2% | $5,850-52.5% |
| Admin fee / account holder | $4,611 | $8,285-44.3% | $6,101-24.4% | $11,596-60.2% |