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 | $78,743 | $106,890-26.3% | $84,015-6.3% | $152,861-48.5% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 13.71% | 104.99%-91.3pp | 71.31%-57.6pp | 345.32%-331.6pp |
| Employer contribution / active EE | $757 | $2,734-72.3% | $1,983-61.8% | $4,762-84.1% |
| Participant deferral / active EE | $1,838 | $4,011-54.2% | $3,239-43.2% | $5,850-68.6% |
| Admin fee / account holder | $452 | $8,285-94.5% | $6,101-92.6% | $11,596-96.1% |