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 | $94,717 | $102,317-7.4% | $146,958-35.5% | $80,856+17.1% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.2%-3.4pp | 67.6%+11.1pp |
| Annual return | 12.41% | 134.76%-122.4pp | 418.34%-405.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $906 | $3,713-75.6% | $4,933-81.6% | $2,755-67.1% |
| Participant deferral / active EE | $7,796 | $6,644+17.3% | $8,070-3.4% | $4,296+81.5% |
| Admin fee / account holder | $4,346 | $7,941-45.3% | $12,998-66.6% | $6,918-37.2% |