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 | $104,539 | $99,652+4.9% | $78,778+32.7% | $147,584-29.2% |
| Participation rate | 91.7% | 76.2%+15.4pp | 69.2%+22.5pp | 82.8%+8.8pp |
| Annual return | 12.46% | 47.28%-34.8pp | 35.62%-23.2pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,693 | $2,796-39.4% | $1,986-14.7% | $4,876-65.3% |
| Participant deferral / active EE | $5,515 | $3,664+50.5% | $2,958+86.4% | $5,439+1.4% |
| Admin fee / account holder | $2,332 | $7,155-67.4% | $5,134-54.6% | $10,885-78.6% |