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 | $95,190 | $107,334-11.3% | $92,893+2.5% | $152,861-37.7% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.4%+2.2pp |
| Annual return | 22.26% | 145.58%-123.3pp | 109.41%-87.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,968 | $4,221-53.4% | $3,653-46.1% | $4,762-58.7% |
| Participant deferral / active EE | $3,211 | $4,845-33.7% | $4,236-24.2% | $5,850-45.1% |
| Admin fee / account holder | $1,042 | $7,079-85.3% | $5,794-82.0% | $11,596-91.0% |