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 | $124,946 | $106,890+16.9% | $84,015+48.7% | $152,861-18.3% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.4%-9.7pp |
| Annual return | 16.03% | 104.99%-89.0pp | 71.31%-55.3pp | 345.32%-329.3pp |
| Employer contribution / active EE | $731 | $2,734-73.3% | $1,983-63.1% | $4,762-84.6% |
| Participant deferral / active EE | $1,803 | $4,011-55.1% | $3,239-44.3% | $5,850-69.2% |
| Admin fee / account holder | $21,457 | $8,285+159.0% | $6,101+251.7% | $11,596+85.0% |