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 | $96,904 | $99,652-2.8% | $78,778+23.0% | $147,584-34.3% |
| Participation rate | 73.7% | 76.2%-2.5pp | 69.2%+4.5pp | 82.8%-9.1pp |
| Annual return | 10.16% | 47.28%-37.1pp | 35.62%-25.5pp | 578.55%-568.4pp |
| Employer contribution / active EE | $704 | $2,796-74.8% | $1,986-64.6% | $4,876-85.6% |
| Participant deferral / active EE | $3,236 | $3,664-11.7% | $2,958+9.4% | $5,439-40.5% |
| Admin fee / account holder | $715 | $7,155-90.0% | $5,134-86.1% | $10,885-93.4% |