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 | $92,035 | $99,079-7.1% | $77,999+18.0% | $273,961-66.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 8.05% | 217.93%-209.9pp | 425.96%-417.9pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,180 | $3,308-34.1% | $2,470-11.7% | $4,869-55.2% |
| Participant deferral / active EE | $4,215 | $4,306-2.1% | $3,497+20.5% | $5,287-20.3% |
| Admin fee / account holder | $788 | $8,954-91.2% | $5,480-85.6% | $10,132-92.2% |