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 | $97,387 | $99,652-2.3% | $78,778+23.6% | $147,584-34.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 9.11% | 47.28%-38.2pp | 35.62%-26.5pp | 578.55%-569.4pp |
| Employer contribution / active EE | $1,825 | $2,796-34.7% | $1,986-8.1% | $4,876-62.6% |
| Participant deferral / active EE | $1,681 | $3,664-54.1% | $2,958-43.2% | $5,439-69.1% |
| Admin fee / account holder | $854 | $7,155-88.1% | $5,134-83.4% | $10,885-92.2% |