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 | $92,288 | $95,971-3.8% | $74,550+23.8% | $135,375-31.8% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | 8.04% | 56.96%-48.9pp | 32.53%-24.5pp | 519.73%-511.7pp |
| Employer contribution / active EE | $2,493 | $2,716-8.2% | $1,961+27.1% | $4,779-47.8% |
| Participant deferral / active EE | $3,079 | $3,843-19.9% | $3,108-0.9% | $5,609-45.1% |
| Admin fee / account holder | $3,348 | $6,522-48.7% | $5,060-33.8% | $10,827-69.1% |