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 | $123,907 | $106,890+15.9% | $84,015+47.5% | $152,861-18.9% |
| Participation rate | 86.7% | 75.2%+11.4pp | 69.0%+17.7pp | 82.4%+4.2pp |
| Annual return | 16.69% | 104.99%-88.3pp | 71.31%-54.6pp | 345.32%-328.6pp |
| Employer contribution / active EE | $954 | $2,734-65.1% | $1,983-51.9% | $4,762-80.0% |
| Participant deferral / active EE | $7,332 | $4,011+82.8% | $3,239+126.4% | $5,850+25.3% |
| Admin fee / account holder | $26,583 | $8,285+220.8% | $6,101+335.7% | $11,596+129.2% |