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 | $87,105 | $106,890-18.5% | $84,015+3.7% | $152,861-43.0% |
| Participation rate | 76.9% | 75.2%+1.7pp | 69.0%+7.9pp | 82.4%-5.5pp |
| Annual return | 19.92% | 104.99%-85.1pp | 71.31%-51.4pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,118 | $2,734-59.1% | $1,983-43.6% | $4,762-76.5% |
| Participant deferral / active EE | $3,797 | $4,011-5.3% | $3,239+17.2% | $5,850-35.1% |
| Admin fee / account holder | $723 | $8,285-91.3% | $6,101-88.2% | $11,596-93.8% |