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 | $116,780 | $106,890+9.3% | $84,015+39.0% | $152,861-23.6% |
| Participation rate | 94.1% | 75.2%+18.9pp | 69.0%+25.1pp | 82.4%+11.7pp |
| Annual return | 17.24% | 104.99%-87.7pp | 71.31%-54.1pp | 345.32%-328.1pp |
| Employer contribution / active EE | $588 | $2,734-78.5% | $1,983-70.3% | $4,762-87.6% |
| Participant deferral / active EE | $2,422 | $4,011-39.6% | $3,239-25.2% | $5,850-58.6% |
| Admin fee / account holder | $1,168 | $8,285-85.9% | $6,101-80.9% | $11,596-89.9% |